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Belpointe Asset Management’s iShares MSCI Switzerland ETF EWL Stock Holding History

Belpointe Asset Management’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
2023
Q1 		– Sell
-275
Closed -$11.5K – 3764
2022
Q4 		$11.5K Buy
+275
New +$11.2K ﹤0.01% 2543

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1CP
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BlackRock
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AssetMark Inc
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Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Belpointe Asset Management's EWL Position: Q1 2023 in Review

Belpointe Asset Management sold out of iShares MSCI Switzerland ETF (EWL) in Q1 2023, closing a stake of 275 shares — an estimated $11.5K sold.

Belpointe Asset Management first reported a position in EWL in Q4 2022 and held it in 1 quarter. The position peaked at $11.5K in Q4 2022. 148 funds tracked by Wall St. Rank hold EWL as of Q1 2023.

  • Belpointe Asset Management reported no remaining iShares MSCI Switzerland ETF position as of Q1 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 275 iShares MSCI Switzerland ETF shares in Q1 2023, an estimated $11.5K.
  • Belpointe Asset Management first reported a position in iShares MSCI Switzerland ETF in Q4 2022 and held it in 1 quarter.
  • Belpointe Asset Management's iShares MSCI Switzerland ETF position peaked at $11.5K in Q4 2022.
  • 148 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q1 2023.

Based on Belpointe Asset Management's 13F filing for Q1 2023, filed 15 May 2023.