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Cedar Capital’s iShares MSCI Switzerland ETF EWL Stock Holding History

Cedar Capital’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
Q3 		$957K Buy
20,545
+8,435
+70% +$419K 1.74% 22
2021
Q2 		$589K Buy
12,110
+7,374
+156% +$352K 1.02% 25
2021
Q1 		$209K Buy
+4,736
New +$211K 0.37% 51
2020
Q4 		– Sell
-11,271
Closed -$463K – 101
2020
Q3 		$463K Sell
11,271
-2,083
-16% -$86.1K 0.15% 139
2020
Q2 		$520K Buy
+13,354
New +$501K 0.2% 108
2019
Q3 		– Sell
-7,500
Closed -$282K – 169
2019
Q2 		$282K Buy
+7,500
New +$272K 0.12% 145
2018
Q4 		– Sell
-14,292
Closed -$496K – 156
2018
Q3 		$496K Sell
14,292
-191
-1% -$6.54K 0.19% 120
2018
Q2 		$472K Buy
14,483
+3,252
+29% +$110K 0.21% 96
2018
Q1 		$386K Sell
11,231
-596
-5% -$21.2K 0.18% 100
2017
Q4 		$421K Buy
11,827
+698
+6% +$24.3K 0.2% 77
2017
Q3 		$390K Buy
11,129
+3,864
+53% +$133K 0.18% 62
2017
Q2 		$249K Sell
7,265
-205
-3% -$6.93K 0.11% 91
2017
Q1 		$239K Buy
+7,470
New +$232K 0.1% 85
2016
Q1 		– Sell
-6,679
Closed -$207K – 72
2015
Q4 		$207K Buy
+6,679
New +$209K 0.05% 72

Other funds holding EWL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cedar Capital's EWL Position: Q3 2021 in Review

Cedar Capital increased its iShares MSCI Switzerland ETF (EWL) stake by 70% in Q3 2021, buying an estimated $419K and bringing the position to 20,545 shares worth $957K. The position accounts for 1.74% of the portfolio, ranked #22.

Cedar Capital first reported a position in EWL in Q4 2015 and has held it in 14 quarters since. 170 funds tracked by Wall St. Rank hold EWL as of Q3 2021.

  • Cedar Capital held 20,545 shares of iShares MSCI Switzerland ETF worth $957K as of Q3 2021.
  • Cedar Capital bought 8,435 iShares MSCI Switzerland ETF shares in Q3 2021, an estimated $419K.
  • iShares MSCI Switzerland ETF made up 1.74% of Cedar Capital's portfolio in Q3 2021, its #22 holding.
  • Cedar Capital first reported a position in iShares MSCI Switzerland ETF in Q4 2015 and has held it in 14 quarters since.
  • 170 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q3 2021.

Based on Cedar Capital's 13F filing for Q3 2021, filed 1 Nov 2021.