Alaska Wealth Advisors’s iShares MSCI Switzerland ETF EWL Stock Holding History

Alaska Wealth Advisors’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	-2,339	Closed	-$113K	–	134
2023 Q4	$113K	Sell	2,339 -345	-13%	-$15.4K	0.02%	75
2023 Q3	$117K	Sell	2,684 -130	-5%	-$5.97K	0.02%	72
2023 Q2	$130K	Buy	+2,814	New	+$132K	0.02%	70

Other funds holding EWL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Alaska Wealth Advisors's EWL Position: Q1 2024 in Review

Alaska Wealth Advisors sold out of iShares MSCI Switzerland ETF (EWL) in Q1 2024, closing a stake of 2,339 shares — an estimated $113K sold.

Alaska Wealth Advisors first reported a position in EWL in Q2 2023 and held it in 3 quarters. The position peaked at $130K in Q2 2023. 154 funds tracked by Wall St. Rank hold EWL as of Q1 2024.

Alaska Wealth Advisors reported no remaining iShares MSCI Switzerland ETF position as of Q1 2024 after selling out during the quarter.
Alaska Wealth Advisors sold 2,339 iShares MSCI Switzerland ETF shares in Q1 2024, an estimated $113K.
Alaska Wealth Advisors first reported a position in iShares MSCI Switzerland ETF in Q2 2023 and held it in 3 quarters.
Alaska Wealth Advisors's iShares MSCI Switzerland ETF position peaked at $130K in Q2 2023.
154 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q1 2024.

Based on Alaska Wealth Advisors's 13F filing for Q1 2024, filed 18 Apr 2024.