Castleview Partners’s iShares MSCI Switzerland ETF EWL Stock Holding History

Castleview Partners’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 Q2	–	Sell	-88	Closed	-$3.99K	–	697
2023 Q1	$3.99K	Hold	88	–	–	﹤0.01%	517
2022 Q4	$3.69K	Hold	88	–	–	﹤0.01%	468
2022 Q3	$3K	Sell	88 -289	-77%	-$11.9K	﹤0.01%	492
2022 Q2	$11.5K	Buy	377 +289	+328%	+$13K	0.01%	443
2022 Q1	$4K	Buy	+88	New	+$4.3K	﹤0.01%	586
2021 Q2	$4K	Buy	+88	New	+$4.2K	﹤0.01%	806

Other funds holding EWL

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

1CP

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

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

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

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

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

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Castleview Partners's EWL Position: Q2 2023 in Review

Castleview Partners sold out of iShares MSCI Switzerland ETF (EWL) in Q2 2023, closing a stake of 88 shares — an estimated $3.99K sold.

Castleview Partners first reported a position in EWL in Q2 2021 and held it in 6 quarters. The position peaked at $11.5K in Q2 2022. 160 funds tracked by Wall St. Rank hold EWL as of Q2 2023.

Castleview Partners reported no remaining iShares MSCI Switzerland ETF position as of Q2 2023 after selling out during the quarter.
Castleview Partners sold 88 iShares MSCI Switzerland ETF shares in Q2 2023, an estimated $3.99K.
Castleview Partners first reported a position in iShares MSCI Switzerland ETF in Q2 2021 and held it in 6 quarters.
Castleview Partners's iShares MSCI Switzerland ETF position peaked at $11.5K in Q2 2022.
160 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q2 2023.

Based on Castleview Partners's 13F filing for Q2 2023, filed 15 Aug 2023.