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Ballew Advisors’s iShares MSCI Switzerland ETF EWL Stock Holding History

Ballew 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
2021
Q3 		– Sell
-7,500
Closed -$371K – 113
2021
Q2 		$371K Buy
+7,500
New +$358K 0.26% 85

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Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ballew Advisors's EWL Position: Q3 2021 in Review

Ballew Advisors sold out of iShares MSCI Switzerland ETF (EWL) in Q3 2021, closing a stake of 7,500 shares — an estimated $371K sold.

Ballew Advisors first reported a position in EWL in Q2 2021 and held it in 1 quarter. The position peaked at $371K in Q2 2021. 170 funds tracked by Wall St. Rank hold EWL as of Q3 2021.

  • Ballew Advisors reported no remaining iShares MSCI Switzerland ETF position as of Q3 2021 after selling out during the quarter.
  • Ballew Advisors sold 7,500 iShares MSCI Switzerland ETF shares in Q3 2021, an estimated $371K.
  • Ballew Advisors first reported a position in iShares MSCI Switzerland ETF in Q2 2021 and held it in 1 quarter.
  • Ballew Advisors's iShares MSCI Switzerland ETF position peaked at $371K in Q2 2021.
  • 170 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q3 2021.

Based on Ballew Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.