Cary Street Partners Investment Advisory’s iShares MSCI Switzerland ETF EWL Stock Holding History

Cary Street Partners Investment Advisory’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
2023 Q4	–	Sell	-102	Closed	-$4.44K	–	985
2023 Q3	$4.44K	Hold	102	–	–	﹤0.01%	1523
2023 Q2	$4.71K	Hold	102	–	–	﹤0.01%	1426
2023 Q1	$4.62K	Buy	102 +24	+31%	+$1.06K	﹤0.01%	1346
2022 Q4	$3.27K	Buy	+78	New	+$3.17K	﹤0.01%	1420
2020 Q4	–	Sell	-351	Closed	-$14K	–	514
2020 Q3	$14K	Buy	+351	New	+$14.5K	﹤0.01%	716

Other funds holding EWL

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

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

1CP

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

Morgan Stanley New York $1.66T AUM 25.57% 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 $115B AUM 41.58% 1-Year Est. Return

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

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

CCA

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

Cary Street Partners Investment Advisory's EWL Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of iShares MSCI Switzerland ETF (EWL) in Q4 2023, closing a stake of 102 shares — an estimated $4.44K sold.

Cary Street Partners Investment Advisory first reported a position in EWL in Q3 2020 and held it in 5 quarters. The position peaked at $14K in Q3 2020. 164 funds tracked by Wall St. Rank hold EWL as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining iShares MSCI Switzerland ETF position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 102 iShares MSCI Switzerland ETF shares in Q4 2023, an estimated $4.44K.
Cary Street Partners Investment Advisory first reported a position in iShares MSCI Switzerland ETF in Q3 2020 and held it in 5 quarters.
Cary Street Partners Investment Advisory's iShares MSCI Switzerland ETF position peaked at $14K in Q3 2020.
164 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.