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Brandywine Oak Private Wealth’s iShares MSCI Switzerland ETF EWL Stock Holding History

Brandywine Oak Private Wealth’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
Q1 		– Sell
-751
Closed -$1K – 341
2018
Q4 		$1K Buy
+751
New +$24.5K ﹤0.01% 685

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Envestnet Asset Management
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JP Morgan Chase
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Mackenzie Financial
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UCFA
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Ameriprise
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1CP
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Brandywine Oak Private Wealth's EWL Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of iShares MSCI Switzerland ETF (EWL) in Q1 2019, closing a stake of 751 shares — an estimated $1K sold.

Brandywine Oak Private Wealth first reported a position in EWL in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 134 funds tracked by Wall St. Rank hold EWL as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining iShares MSCI Switzerland ETF position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 751 iShares MSCI Switzerland ETF shares in Q1 2019, an estimated $1K.
  • Brandywine Oak Private Wealth first reported a position in iShares MSCI Switzerland ETF in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's iShares MSCI Switzerland ETF position peaked at $1K in Q4 2018.
  • 134 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.