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

BKM 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
2024
Q1 		– Sell
-6
Closed -$289 – 307
2023
Q4 		$289 Buy
+6
New +$267 ﹤0.01% 591

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

BKM Wealth Management's EWL Position: Q1 2024 in Review

BKM Wealth Management sold out of iShares MSCI Switzerland ETF (EWL) in Q1 2024, closing a stake of 6 shares — an estimated $289 sold.

BKM Wealth Management first reported a position in EWL in Q4 2023 and held it in 1 quarter. The position peaked at $289 in Q4 2023. 154 funds tracked by Wall St. Rank hold EWL as of Q1 2024.

  • BKM Wealth Management reported no remaining iShares MSCI Switzerland ETF position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 6 iShares MSCI Switzerland ETF shares in Q1 2024, an estimated $289.
  • BKM Wealth Management first reported a position in iShares MSCI Switzerland ETF in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's iShares MSCI Switzerland ETF position peaked at $289 in Q4 2023.
  • 154 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.