CAPTRUST Financial Advisors

CAPTRUST Financial Advisors’s iShares MSCI Switzerland ETF EWL Stock Holding History

CAPTRUST Financial Advisors’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	-623	Closed	-$26K	–	2687
2022 Q2	$26K	Buy	623 +13	+2%	+$584	﹤0.01%	3217
2022 Q1	$30K	Hold	610	–	–	﹤0.01%	3142
2021 Q4	$32K	Hold	610	–	–	﹤0.01%	2980
2021 Q3	$28K	Buy	+610	New	+$30.3K	﹤0.01%	2938
2016 Q2	–	Sell	-782	Closed	-$23K	–	108
2016 Q1	$23K	Buy	782 +40	+5%	+$1.16K	﹤0.01%	144
2015 Q4	$23K	Hold	742	–	–	﹤0.01%	151
2015 Q3	$23K	Buy	742 +35	+5%	+$1.14K	﹤0.01%	130
2015 Q2	$23K	Buy	+707	New	+$24.6K	﹤0.01%	121
2014 Q3	–	Sell	-81	Closed	-$3K	–	71
2014 Q2	$3K	Buy	+81	New	+$2.82K	﹤0.01%	144

Other funds holding EWL

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Vontobel Holding

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $8.63B AUM 20.68% 1-Year Est. Return