BerganKDV Wealth Management’s iShares MSCI Switzerland ETF EWL Stock Holding History

BerganKDV Wealth 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 Q2	–	Sell	-163	Closed	-$7.39K	–	939
2023 Q1	$7.39K	Buy	+163	New	+$7.2K	﹤0.01%	645
2022 Q1	–	Sell	-82	Closed	-$4K	–	1022
2021 Q4	$4K	Hold	82	–	–	﹤0.01%	810
2021 Q3	$4K	Buy	+82	New	+$4.07K	﹤0.01%	773

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

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

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

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

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

BerganKDV Wealth Management's EWL Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of iShares MSCI Switzerland ETF (EWL) in Q2 2023, closing a stake of 163 shares — an estimated $7.39K sold.

BerganKDV Wealth Management first reported a position in EWL in Q3 2021 and held it in 3 quarters. The position peaked at $7.39K in Q1 2023. 160 funds tracked by Wall St. Rank hold EWL as of Q2 2023.

BerganKDV Wealth Management reported no remaining iShares MSCI Switzerland ETF position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 163 iShares MSCI Switzerland ETF shares in Q2 2023, an estimated $7.39K.
BerganKDV Wealth Management first reported a position in iShares MSCI Switzerland ETF in Q3 2021 and held it in 3 quarters.
BerganKDV Wealth Management's iShares MSCI Switzerland ETF position peaked at $7.39K in Q1 2023.
160 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.