Archford Capital Strategies’s iShares MSCI Switzerland ETF EWL Stock Holding History

Archford Capital Strategies’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
2017 Q1	–	Sell	-14	Closed	–	–	726
2016 Q4	$0	Hold	14	–	–	﹤0.01%	680
2016 Q3	$0	Hold	14	–	–	﹤0.01%	663
2016 Q2	$0	Buy	+14	New	+$423	﹤0.01%	741
2016 Q1	–	Sell	-40	Closed	-$2K	–	313
2015 Q4	$2K	Hold	40	–	–	﹤0.01%	690
2015 Q3	$1K	Sell	40 -15	-27%	-$489	﹤0.01%	625
2015 Q2	$2K	Buy	55 +26	+90%	+$905	﹤0.01%	488
2015 Q1	$963	Buy	+29	New	+$947	﹤0.01%	641
2014 Q2	–	Sell	-25	Closed	-$859	–	924
2014 Q1	$859	Buy	+25	New	+$831	﹤0.01%	753

Other funds holding EWL

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

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

VSWA

Vontobel Swiss Wealth Advisors Zurich, Switzerland $195M AUM 43.77% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Archford Capital Strategies's EWL Position: Q1 2017 in Review

Archford Capital Strategies sold out of iShares MSCI Switzerland ETF (EWL) in Q1 2017, closing a stake of 14 shares.

Archford Capital Strategies first reported a position in EWL in Q1 2014 and held it in 8 quarters. The position peaked at $2K in Q4 2015. 128 funds tracked by Wall St. Rank hold EWL as of Q1 2017.

Archford Capital Strategies reported no remaining iShares MSCI Switzerland ETF position as of Q1 2017 after selling out during the quarter.
Archford Capital Strategies sold 14 iShares MSCI Switzerland ETF shares in Q1 2017.
Archford Capital Strategies first reported a position in iShares MSCI Switzerland ETF in Q1 2014 and held it in 8 quarters.
Archford Capital Strategies's iShares MSCI Switzerland ETF position peaked at $2K in Q4 2015.
128 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q1 2017.

Based on Archford Capital Strategies's 13F filing for Q1 2017, filed 16 May 2017.