Creative Planning’s iShares MSCI Switzerland ETF EWL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.5M | Buy |
45,624
+2,953
| +7% | +$162K | ﹤0.01% | 1156 |
|
2025
Q1 | $2.21M | Buy |
42,671
+4,941
| +13% | +$256K | ﹤0.01% | 1112 |
|
2024
Q4 | $1.73M | Sell |
37,730
-570
| -1% | -$26.2K | ﹤0.01% | 1228 |
|
2024
Q3 | $2M | Sell |
38,300
-1,199
| -3% | -$62.5K | ﹤0.01% | 1056 |
|
2024
Q2 | $1.9M | Buy |
39,499
+1,279
| +3% | +$61.7K | ﹤0.01% | 1008 |
|
2024
Q1 | $1.82M | Buy |
38,220
+3,069
| +9% | +$146K | ﹤0.01% | 1003 |
|
2023
Q4 | $1.7M | Buy |
35,151
+270
| +0.8% | +$13K | ﹤0.01% | 974 |
|
2023
Q3 | $1.52M | Buy |
34,881
+487
| +1% | +$21.2K | ﹤0.01% | 971 |
|
2023
Q2 | $1.59M | Buy |
34,394
+2,502
| +8% | +$116K | ﹤0.01% | 915 |
|
2023
Q1 | $1.45M | Buy |
31,892
+1,676
| +6% | +$76K | ﹤0.01% | 904 |
|
2022
Q4 | $1.27M | Sell |
30,216
-5,397
| -15% | -$226K | ﹤0.01% | 919 |
|
2022
Q3 | $1.33M | Buy |
35,613
+1,369
| +4% | +$51.3K | ﹤0.01% | 838 |
|
2022
Q2 | $1.42M | Buy |
34,244
+2,574
| +8% | +$107K | ﹤0.01% | 826 |
|
2022
Q1 | $1.56M | Sell |
31,670
-4,447
| -12% | -$218K | ﹤0.01% | 801 |
|
2021
Q4 | $1.9M | Buy |
36,117
+6,841
| +23% | +$361K | ﹤0.01% | 700 |
|
2021
Q3 | $1.36M | Buy |
29,276
+4,041
| +16% | +$188K | ﹤0.01% | 813 |
|
2021
Q2 | $1.23M | Buy |
25,235
+1,538
| +6% | +$74.8K | ﹤0.01% | 849 |
|
2021
Q1 | $1.05M | Buy |
23,697
+659
| +3% | +$29.1K | ﹤0.01% | 991 |
|
2020
Q4 | $1.03M | Buy |
+23,038
| New | +$1.03M | ﹤0.01% | 924 |
|
2017
Q3 | – | Sell |
-456
| Closed | -$16K | – | 2398 |
|
2017
Q2 | $16K | Sell |
456
-715
| -61% | -$25.1K | ﹤0.01% | 3278 |
|
2017
Q1 | $37K | Buy |
1,171
+28
| +2% | +$885 | ﹤0.01% | 2660 |
|
2016
Q4 | $34K | Sell |
1,143
-32
| -3% | -$952 | ﹤0.01% | 2670 |
|
2016
Q3 | $36K | Sell |
1,175
-774
| -40% | -$23.7K | ﹤0.01% | 2596 |
|
2016
Q2 | $58K | Buy |
1,949
+793
| +69% | +$23.6K | ﹤0.01% | 2023 |
|
2016
Q1 | $34K | Sell |
1,156
-137
| -11% | -$4.03K | ﹤0.01% | 2352 |
|
2015
Q4 | $40K | Buy |
1,293
+10
| +0.8% | +$309 | ﹤0.01% | 2271 |
|
2015
Q3 | $39K | Buy |
+1,283
| New | +$39K | ﹤0.01% | 2208 |
|
2015
Q2 | – | Sell |
-664
| Closed | -$22K | – | 1621 |
|
2015
Q1 | $22K | Sell |
664
-2,886
| -81% | -$95.6K | ﹤0.01% | 2619 |
|
2014
Q4 | $112K | Buy |
3,550
+2,586
| +268% | +$81.6K | ﹤0.01% | 1486 |
|
2014
Q3 | $31K | Sell |
964
-1,782
| -65% | -$57.3K | ﹤0.01% | 2199 |
|
2014
Q2 | $94K | Sell |
2,746
-84
| -3% | -$2.88K | ﹤0.01% | 1462 |
|
2014
Q1 | $97K | Buy |
2,830
+1,016
| +56% | +$34.8K | ﹤0.01% | 1413 |
|
2013
Q4 | $60K | Sell |
1,814
-186
| -9% | -$6.15K | ﹤0.01% | 1476 |
|
2013
Q3 | $63K | Buy |
2,000
+1,100
| +122% | +$34.7K | ﹤0.01% | 1376 |
|
2013
Q2 | $26K | Buy |
+900
| New | +$26K | ﹤0.01% | 1766 |
|