Aveo Capital Partners’s iShares MSCI Switzerland ETF EWL Stock Holding History

Aveo Capital Partners’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
2022 Q3	–	Sell	-5,066	Closed	-$210K	–	281
2022 Q2	$210K	Buy	5,066 +148	+3%	+$6.65K	0.03%	253
2022 Q1	$241K	Buy	4,918 +208	+4%	+$10.2K	0.04%	245
2021 Q4	$248K	Sell	4,710 -97	-2%	-$4.86K	0.04%	245
2021 Q3	$224K	Sell	4,807 -95	-2%	-$4.72K	0.05%	234
2021 Q2	$238K	Sell	4,902 -77	-2%	-$3.67K	0.05%	237
2021 Q1	$220K	Buy	+4,979	New	+$222K	0.06%	218
2020 Q1	–	Sell	-4,934	Closed	-$201K	–	163
2019 Q4	$201K	Sell	4,934 -543	-10%	-$21K	0.08%	178
2019 Q3	$213K	Sell	5,477 -322	-6%	-$12K	0.09%	168
2019 Q2	$218K	Sell	5,799 -219	-4%	-$7.95K	0.09%	166
2019 Q1	$213K	Buy	+6,018	New	+$204K	0.1%	149
2018 Q4	–	Sell	-83,770	Closed	-$2.76M	–	132
2018 Q3	$2.76M	Buy	+83,770	New	+$2.87M	1.23%	12
2018 Q2	–	Sell	-61,381	Closed	-$2.11M	–	145
2018 Q1	$2.11M	Buy	+61,381	New	+$2.18M	0.88%	28

Other funds holding EWL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Aveo Capital Partners's EWL Position: Q3 2022 in Review

Aveo Capital Partners sold out of iShares MSCI Switzerland ETF (EWL) in Q3 2022, closing a stake of 5,066 shares — an estimated $210K sold.

Aveo Capital Partners first reported a position in EWL in Q1 2018 and held it in 12 quarters. The position peaked at $2.76M in Q3 2018. 138 funds tracked by Wall St. Rank hold EWL as of Q3 2022.

Aveo Capital Partners reported no remaining iShares MSCI Switzerland ETF position as of Q3 2022 after selling out during the quarter.
Aveo Capital Partners sold 5,066 iShares MSCI Switzerland ETF shares in Q3 2022, an estimated $210K.
Aveo Capital Partners first reported a position in iShares MSCI Switzerland ETF in Q1 2018 and held it in 12 quarters.
Aveo Capital Partners's iShares MSCI Switzerland ETF position peaked at $2.76M in Q3 2018.
138 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q3 2022.

Based on Aveo Capital Partners's 13F filing for Q3 2022, filed 9 Nov 2022.