Carroll Financial Associates’s iShares MSCI Switzerland ETF EWL Stock Holding History

Carroll Financial Associates’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
2021 Q4	$3K	Sell	61 -535	-90%	-$26.8K	﹤0.01%	1425
2021 Q3	$27K	Buy	596 +201	+51%	+$9.98K	﹤0.01%	908
2021 Q2	$19K	Hold	395	–	–	﹤0.01%	1110
2021 Q1	$17K	Hold	395	–	–	﹤0.01%	1074
2020 Q4	$17K	Hold	395	–	–	﹤0.01%	964
2020 Q3	$16K	Hold	395	–	–	﹤0.01%	916
2020 Q2	$15K	Hold	395	–	–	﹤0.01%	925
2020 Q1	$13K	Hold	395	–	–	﹤0.01%	872
2019 Q4	$16K	Hold	395	–	–	﹤0.01%	922
2019 Q3	$14K	Sell	395 -500	-56%	-$18.7K	﹤0.01%	911
2019 Q2	$33K	Hold	895	–	–	﹤0.01%	697
2019 Q1	$31K	Sell	895 -317	-26%	-$10.7K	﹤0.01%	650
2018 Q4	$38K	Hold	1,212	–	–	﹤0.01%	536
2018 Q3	$42K	Buy	1,212 +1,151	+1,887%	+$39.4K	﹤0.01%	542
2018 Q2	$1K	Hold	61	–	–	﹤0.01%	1199
2018 Q1	$2K	Buy	+61	New	+$2.17K	﹤0.01%	1141
2017 Q2	–	Sell	-64	Closed	-$2K	–	1191
2017 Q1	$2K	Buy	+64	New	+$1.99K	﹤0.01%	1090
2016 Q2	–	Sell	-378	Closed	-$11K	–	1150
2016 Q1	$11K	Buy	378 +345	+1,045%	+$10K	﹤0.01%	742
2015 Q4	$1K	Buy	+33	New	+$1.03K	﹤0.01%	1037

Other funds holding EWL

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

1CP

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carroll Financial Associates's EWL Position: Q4 2021 in Review

Carroll Financial Associates reduced its iShares MSCI Switzerland ETF (EWL) stake by 90% in Q4 2021, selling an estimated $26.8K and leaving 61 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1425.

Carroll Financial Associates first reported a position in EWL in Q4 2015 and has held it in 19 quarters since. The position peaked at $42K in Q3 2018. 182 funds tracked by Wall St. Rank hold EWL as of Q4 2021.

Carroll Financial Associates held 61 shares of iShares MSCI Switzerland ETF worth $3K as of Q4 2021.
Carroll Financial Associates sold 535 iShares MSCI Switzerland ETF shares in Q4 2021, an estimated $26.8K.
iShares MSCI Switzerland ETF made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1425 holding.
Carroll Financial Associates first reported a position in iShares MSCI Switzerland ETF in Q4 2015 and has held it in 19 quarters since.
Carroll Financial Associates's iShares MSCI Switzerland ETF position peaked at $42K in Q3 2018.
182 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.