Benjamin F. Edwards & Company’s iShares MSCI Switzerland ETF EWL Stock Holding History

Benjamin F. Edwards & Company’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	-65	Closed	-$3K	–	1842
2022 Q2	$3K	Buy	+65	New	+$2.92K	﹤0.01%	1630
2020 Q4	–	Sell	-40	Closed	-$2K	–	1639
2020 Q3	$2K	Hold	40	–	–	﹤0.01%	1569
2020 Q2	$2K	Hold	40	–	–	﹤0.01%	1573
2020 Q1	$1K	Hold	40	–	–	﹤0.01%	1647
2019 Q4	$2K	Hold	40	–	–	﹤0.01%	1766
2019 Q3	$2K	Hold	40	–	–	﹤0.01%	1741
2019 Q2	$2K	Hold	40	–	–	﹤0.01%	1788
2019 Q1	$1K	Hold	40	–	–	﹤0.01%	1642
2018 Q4	$1K	Hold	40	–	–	﹤0.01%	1639
2018 Q3	$1K	Sell	40 -423	-91%	-$14.5K	﹤0.01%	1544
2018 Q2	$15K	Hold	463	–	–	﹤0.01%	1167
2018 Q1	$16K	Buy	463 +423	+1,058%	+$15K	﹤0.01%	1136
2017 Q4	$1K	Hold	40	–	–	﹤0.01%	1530
2017 Q3	$1K	Hold	40	–	–	﹤0.01%	1495
2017 Q2	$1K	Hold	40	–	–	﹤0.01%	1417
2017 Q1	$1K	Hold	40	–	–	﹤0.01%	1308
2016 Q4	$1K	Sell	40 -48	-55%	-$1.4K	﹤0.01%	1200
2016 Q3	$3K	Buy	+88	New	+$2.66K	﹤0.01%	1010
2016 Q2	–	Sell	-360	Closed	-$11K	–	1097
2016 Q1	$11K	Hold	360	–	–	﹤0.01%	788
2015 Q4	$11K	Hold	360	–	–	﹤0.01%	820
2015 Q3	$11K	Hold	360	–	–	﹤0.01%	842
2015 Q2	$12K	Hold	360	–	–	﹤0.01%	890
2015 Q1	$12K	Hold	360	–	–	﹤0.01%	861
2014 Q4	$11K	Buy	+360	New	+$11.6K	﹤0.01%	775
2014 Q2	–	Sell	-30,754	Closed	-$1.06M	–	930
2014 Q1	$1.06M	Buy	30,754 +2,532	+9%	+$84.2K	0.29%	74
2013 Q4	$931K	Sell	28,222 -432	-2%	-$13.8K	0.31%	75
2013 Q3	$896K	Sell	28,654 -132	-0.5%	-$3.98K	0.33%	74
2013 Q2	$825K	Buy	+28,786	New	+$860K	0.33%	76

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

1CP

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BPC

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

Benjamin F. Edwards & Company's EWL Position: Q3 2022 in Review

Benjamin F. Edwards & Company sold out of iShares MSCI Switzerland ETF (EWL) in Q3 2022, closing a stake of 65 shares — an estimated $3K sold.

Benjamin F. Edwards & Company first reported a position in EWL in Q2 2013 and held it in 28 quarters. The position peaked at $1.06M in Q1 2014. 137 funds tracked by Wall St. Rank hold EWL as of Q3 2022.

Benjamin F. Edwards & Company reported no remaining iShares MSCI Switzerland ETF position as of Q3 2022 after selling out during the quarter.
Benjamin F. Edwards & Company sold 65 iShares MSCI Switzerland ETF shares in Q3 2022, an estimated $3K.
Benjamin F. Edwards & Company first reported a position in iShares MSCI Switzerland ETF in Q2 2013 and held it in 28 quarters.
Benjamin F. Edwards & Company's iShares MSCI Switzerland ETF position peaked at $1.06M in Q1 2014.
137 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q3 2022.

Based on Benjamin F. Edwards & Company's 13F filing for Q3 2022, filed 28 Oct 2022.