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Advisor Group’s iShares MSCI Switzerland ETF EWL Stock Holding History

Advisor Group’s Portfolio EWL Stock Details EWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$4.78M Sell
117,533
-1,130
-1% -$43.6K 0.03% 437
2019
Q3 		$4.47M Buy
118,663
+67,385
+131% +$2.52M 0.03% 448
2019
Q2 		$1.93M Buy
51,278
+6,222
+14% +$226K 0.01% 773
2019
Q1 		$1.59M Buy
45,056
+2,515
+6% +$85.1K 0.01% 812
2018
Q4 		$1.34M Sell
42,541
-416
-1% -$13.6K 0.01% 801
2018
Q3 		$1.49M Buy
42,957
+4,232
+11% +$145K 0.02% 781
2018
Q2 		$1.26M Sell
38,725
-4,450
-10% -$151K 0.02% 748
2018
Q1 		$1.48M Buy
43,175
+47
+0.1% +$1.67K 0.02% 678
2017
Q4 		$1.53M Buy
43,128
+3,596
+9% +$125K 0.02% 670
2017
Q3 		$1.39M Buy
39,532
+5,187
+15% +$179K 0.02% 656
2017
Q2 		$1.18M Buy
34,345
+3,412
+11% +$115K 0.02% 672
2017
Q1 		$989K Buy
30,933
+7,557
+32% +$234K 0.02% 715
2016
Q4 		$688K Buy
23,376
+5,123
+28% +$149K 0.02% 834
2016
Q3 		$557K Buy
18,253
+2,646
+17% +$80K 0.01% 922
2016
Q2 		$462K Buy
+15,607
New +$471K 0.01% 959

Other funds holding EWL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Advisor Group's EWL Position: Q4 2019 in Review

Advisor Group reduced its iShares MSCI Switzerland ETF (EWL) stake by 0.95% in Q4 2019, selling an estimated $43.6K and leaving 117,533 shares worth $4.78M. The position accounts for 0.03% of the portfolio, ranked #437.

Advisor Group first reported a position in EWL in Q2 2016 and has held it in 15 quarters since. 156 funds tracked by Wall St. Rank hold EWL as of Q4 2019.

  • Advisor Group held 117,533 shares of iShares MSCI Switzerland ETF worth $4.78M as of Q4 2019.
  • Advisor Group sold 1,130 iShares MSCI Switzerland ETF shares in Q4 2019, an estimated $43.6K.
  • iShares MSCI Switzerland ETF made up 0.03% of Advisor Group's portfolio in Q4 2019, its #437 holding.
  • Advisor Group first reported a position in iShares MSCI Switzerland ETF in Q2 2016 and has held it in 15 quarters since.
  • 156 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.