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AFG Fiduciary Services’s iShares MSCI Switzerland ETF EWL Stock Holding History

AFG Fiduciary Services’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
2024
Q1 		– Sell
-11,962
Closed -$578K – 88
2023
Q4 		$578K Sell
11,962
-477
-4% -$21.2K 0.47% 43
2023
Q3 		$548K Sell
12,439
-846
-6% -$38.8K 0.49% 41
2023
Q2 		$629K Buy
+13,285
New +$625K 0.47% 43

Other funds holding EWL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AFG Fiduciary Services's EWL Position: Q1 2024 in Review

AFG Fiduciary Services sold out of iShares MSCI Switzerland ETF (EWL) in Q1 2024, closing a stake of 11,962 shares — an estimated $578K sold.

AFG Fiduciary Services first reported a position in EWL in Q2 2023 and held it in 3 quarters. The position peaked at $629K in Q2 2023. 154 funds tracked by Wall St. Rank hold EWL as of Q1 2024.

  • AFG Fiduciary Services reported no remaining iShares MSCI Switzerland ETF position as of Q1 2024 after selling out during the quarter.
  • AFG Fiduciary Services sold 11,962 iShares MSCI Switzerland ETF shares in Q1 2024, an estimated $578K.
  • AFG Fiduciary Services first reported a position in iShares MSCI Switzerland ETF in Q2 2023 and held it in 3 quarters.
  • AFG Fiduciary Services's iShares MSCI Switzerland ETF position peaked at $629K in Q2 2023.
  • 154 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q1 2024.

Based on AFG Fiduciary Services's 13F filing for Q1 2024, filed 15 Apr 2024.