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Beaumont Financial Advisors’s iShares MSCI Switzerland ETF EWL Stock Holding History

Beaumont Financial 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
2019
Q3 		– Sell
-43,272
Closed -$1.63M – 278
2019
Q2 		$1.63M Buy
+43,272
New +$1.57M 0.17% 95
2013
Q3 		– Sell
-869,447
Closed -$24.9M – 156
2013
Q2 		$24.9M Buy
+869,447
New +$26M 2.3% 9

Other funds holding EWL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

Beaumont Financial Advisors's EWL Position: Q3 2019 in Review

Beaumont Financial Advisors sold out of iShares MSCI Switzerland ETF (EWL) in Q3 2019, closing a stake of 43,272 shares — an estimated $1.63M sold.

Beaumont Financial Advisors first reported a position in EWL in Q2 2013 and held it in 2 quarters. The position peaked at $24.9M in Q2 2013. 137 funds tracked by Wall St. Rank hold EWL as of Q3 2019.

  • Beaumont Financial Advisors reported no remaining iShares MSCI Switzerland ETF position as of Q3 2019 after selling out during the quarter.
  • Beaumont Financial Advisors sold 43,272 iShares MSCI Switzerland ETF shares in Q3 2019, an estimated $1.63M.
  • Beaumont Financial Advisors first reported a position in iShares MSCI Switzerland ETF in Q2 2013 and held it in 2 quarters.
  • Beaumont Financial Advisors's iShares MSCI Switzerland ETF position peaked at $24.9M in Q2 2013.
  • 137 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q3 2019.

Based on Beaumont Financial Advisors's 13F filing for Q3 2019, filed 6 Nov 2019.