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Csenge Advisory Group’s iShares MSCI Switzerland ETF EWL Stock Holding History

Csenge Advisory Group’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
-5,186
Closed -$250K – 717
2023
Q4 		$250K Sell
5,186
-41
-0.8% -$1.83K 0.02% 569
2023
Q3 		$228K Buy
5,227
+116
+2% +$5.33K 0.02% 555
2023
Q2 		$236K Buy
5,111
+182
+4% +$8.56K 0.02% 560
2023
Q1 		$223K Sell
4,929
-942
-16% -$41.6K 0.02% 531
2022
Q4 		$246K Sell
5,871
-296
-5% -$12K 0.02% 518
2022
Q3 		$231K Sell
6,167
-22
-0.4% -$910 0.02% 527
2022
Q2 		$257K Buy
6,189
+100
+2% +$4.49K 0.02% 486
2022
Q1 		$299K Sell
6,089
-9,517
-61% -$465K 0.02% 501
2021
Q4 		$761K Sell
15,606
-182
-1% -$9.11K 0.07% 255
2021
Q3 		$742K Buy
15,788
+182
+1% +$9.04K 0.06% 279
2021
Q2 		$761K Buy
15,606
+2,420
+18% +$115K 0.07% 256
2021
Q1 		$609K Buy
13,186
+3,095
+31% +$138K 0.06% 237
2020
Q4 		$451K Buy
10,091
+5,154
+104% +$219K 0.05% 245
2020
Q3 		$204K Buy
+4,937
New +$204K 0.03% 376
2020
Q1 		– Sell
-6,005
Closed -$244K – 311
2019
Q4 		$244K Sell
6,005
-232
-4% -$8.96K 0.06% 245
2019
Q3 		$235K Buy
+6,237
New +$233K 0.06% 232

Other funds holding EWL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Csenge Advisory Group's EWL Position: Q1 2024 in Review

Csenge Advisory Group sold out of iShares MSCI Switzerland ETF (EWL) in Q1 2024, closing a stake of 5,186 shares — an estimated $250K sold.

Csenge Advisory Group first reported a position in EWL in Q3 2019 and held it in 16 quarters. The position peaked at $761K in Q4 2021. 154 funds tracked by Wall St. Rank hold EWL as of Q1 2024.

  • Csenge Advisory Group reported no remaining iShares MSCI Switzerland ETF position as of Q1 2024 after selling out during the quarter.
  • Csenge Advisory Group sold 5,186 iShares MSCI Switzerland ETF shares in Q1 2024, an estimated $250K.
  • Csenge Advisory Group first reported a position in iShares MSCI Switzerland ETF in Q3 2019 and held it in 16 quarters.
  • Csenge Advisory Group's iShares MSCI Switzerland ETF position peaked at $761K in Q4 2021.
  • 154 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q1 2024.

Based on Csenge Advisory Group's 13F filing for Q1 2024, filed 3 May 2024.