Carolina Wealth Advisors’s iShares MSCI Switzerland ETF EWL Stock Holding History

Carolina Wealth 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
2024 Q3	–	Sell	-200	Closed	-$9.64K	–	343
2024 Q2	$9.64K	Buy	+200	New	+$9.53K	﹤0.01%	143
2023 Q4	–	Sell	-100	Closed	-$4.36K	–	257
2023 Q3	$4.36K	Hold	100	–	–	﹤0.01%	195
2023 Q2	$4.62K	Hold	100	–	–	﹤0.01%	188
2023 Q1	$4.53K	Hold	100	–	–	﹤0.01%	183
2022 Q4	$4K	Hold	100	–	–	﹤0.01%	179
2022 Q3	$4K	Hold	100	–	–	﹤0.01%	180
2022 Q2	$4K	Hold	100	–	–	﹤0.01%	203
2022 Q1	$5K	Hold	100	–	–	﹤0.01%	207
2021 Q4	$5K	Buy	+100	New	+$5.01K	﹤0.01%	208
2021 Q1	–	Sell	-335	Closed	-$15K	–	315
2020 Q4	$15K	Hold	335	–	–	0.01%	130
2020 Q3	$14K	Hold	335	–	–	0.01%	118
2020 Q2	$13K	Hold	335	–	–	0.01%	105
2020 Q1	$12K	Hold	335	–	–	0.01%	99
2019 Q4	$14K	Buy	+335	New	+$12.9K	0.01%	115

Other funds holding EWL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

1CP

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Carolina Wealth Advisors's EWL Position: Q3 2024 in Review

Carolina Wealth Advisors sold out of iShares MSCI Switzerland ETF (EWL) in Q3 2024, closing a stake of 200 shares — an estimated $9.64K sold.

Carolina Wealth Advisors first reported a position in EWL in Q4 2019 and held it in 14 quarters. The position peaked at $15K in Q4 2020. 163 funds tracked by Wall St. Rank hold EWL as of Q3 2024.

Carolina Wealth Advisors reported no remaining iShares MSCI Switzerland ETF position as of Q3 2024 after selling out during the quarter.
Carolina Wealth Advisors sold 200 iShares MSCI Switzerland ETF shares in Q3 2024, an estimated $9.64K.
Carolina Wealth Advisors first reported a position in iShares MSCI Switzerland ETF in Q4 2019 and held it in 14 quarters.
Carolina Wealth Advisors's iShares MSCI Switzerland ETF position peaked at $15K in Q4 2020.
163 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q3 2024.

Based on Carolina Wealth Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.