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Congress Wealth Management’s iShares MSCI Switzerland ETF EWL Stock Holding History

Congress Wealth Management’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
2022
Q1 		– Sell
-4,832
Closed -$255K – 606
2021
Q4 		$255K Buy
+4,832
New +$242K 0.01% 564

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1CP
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TD Asset Management
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Allspring Global Investments
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AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Congress Wealth Management's EWL Position: Q1 2022 in Review

Congress Wealth Management sold out of iShares MSCI Switzerland ETF (EWL) in Q1 2022, closing a stake of 4,832 shares — an estimated $255K sold.

Congress Wealth Management first reported a position in EWL in Q4 2021 and held it in 1 quarter. The position peaked at $255K in Q4 2021. 156 funds tracked by Wall St. Rank hold EWL as of Q1 2022.

  • Congress Wealth Management reported no remaining iShares MSCI Switzerland ETF position as of Q1 2022 after selling out during the quarter.
  • Congress Wealth Management sold 4,832 iShares MSCI Switzerland ETF shares in Q1 2022, an estimated $255K.
  • Congress Wealth Management first reported a position in iShares MSCI Switzerland ETF in Q4 2021 and held it in 1 quarter.
  • Congress Wealth Management's iShares MSCI Switzerland ETF position peaked at $255K in Q4 2021.
  • 156 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q1 2022.

Based on Congress Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.