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

Beacon Harbor 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
2020 Q3	–	Sell	-84,535	Closed	-$3.29M	–	47
2020 Q2	$3.29M	Buy	84,535 +971	+1%	+$36.5K	1.89%	17
2020 Q1	$2.96M	Buy	83,564 +9,261	+12%	+$360K	2.23%	18
2019 Q4	$3.02M	Buy	74,303 +1,893	+3%	+$73.1K	1.79%	15
2019 Q3	$2.72M	Buy	+72,410	New	+$2.7M	1.74%	12

Other funds holding EWL

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

1CP

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

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

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

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Beacon Harbor Wealth Advisors's EWL Position: Q3 2020 in Review

Beacon Harbor Wealth Advisors sold out of iShares MSCI Switzerland ETF (EWL) in Q3 2020, closing a stake of 84,535 shares — an estimated $3.29M sold.

Beacon Harbor Wealth Advisors first reported a position in EWL in Q3 2019 and held it in 4 quarters. The position peaked at $3.29M in Q2 2020. 138 funds tracked by Wall St. Rank hold EWL as of Q3 2020.

Beacon Harbor Wealth Advisors reported no remaining iShares MSCI Switzerland ETF position as of Q3 2020 after selling out during the quarter.
Beacon Harbor Wealth Advisors sold 84,535 iShares MSCI Switzerland ETF shares in Q3 2020, an estimated $3.29M.
Beacon Harbor Wealth Advisors first reported a position in iShares MSCI Switzerland ETF in Q3 2019 and held it in 4 quarters.
Beacon Harbor Wealth Advisors's iShares MSCI Switzerland ETF position peaked at $3.29M in Q2 2020.
138 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q3 2020.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.