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Connectus Wealth’s iShares MSCI Switzerland ETF EWL Stock Holding History

Connectus Wealth’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
2024
Q1 		– Sell
-4,985
Closed -$241K – 399
2023
Q4 		$241K Buy
4,985
+357
+8% +$15.9K ﹤0.01% 469
2023
Q3 		$202K Buy
4,628
+53
+1% +$2.43K ﹤0.01% 470
2023
Q2 		$212K Buy
+4,575
New +$215K ﹤0.01% 431
2023
Q1 		– Sell
-4,923
Closed -$206K – 440
2022
Q4 		$206K Sell
4,923
-565
-10% -$23K ﹤0.01% 408
2022
Q3 		$206K Buy
+5,488
New +$227K ﹤0.01% 482
2022
Q2 		– Sell
-31,481
Closed -$1.66M – 441
2022
Q1 		$1.66M Buy
+31,481
New +$1.54M 0.05% 181

Other funds holding EWL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Connectus Wealth's EWL Position: Q1 2024 in Review

Connectus Wealth sold out of iShares MSCI Switzerland ETF (EWL) in Q1 2024, closing a stake of 4,985 shares — an estimated $241K sold.

Connectus Wealth first reported a position in EWL in Q1 2022 and held it in 6 quarters. The position peaked at $1.66M in Q1 2022. 154 funds tracked by Wall St. Rank hold EWL as of Q1 2024.

  • Connectus Wealth reported no remaining iShares MSCI Switzerland ETF position as of Q1 2024 after selling out during the quarter.
  • Connectus Wealth sold 4,985 iShares MSCI Switzerland ETF shares in Q1 2024, an estimated $241K.
  • Connectus Wealth first reported a position in iShares MSCI Switzerland ETF in Q1 2022 and held it in 6 quarters.
  • Connectus Wealth's iShares MSCI Switzerland ETF position peaked at $1.66M in Q1 2022.
  • 154 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.