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D.J. St. Germain’s iShares MSCI Switzerland ETF EWL Stock Holding History

D.J. St. Germain’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
2023
Q4 		– Sell
-195
Closed -$8.5K – 798
2023
Q3 		$8.5K Buy
+195
New +$8.95K ﹤0.01% 550

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
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

D.J. St. Germain's EWL Position: Q4 2023 in Review

D.J. St. Germain sold out of iShares MSCI Switzerland ETF (EWL) in Q4 2023, closing a stake of 195 shares — an estimated $8.5K sold.

D.J. St. Germain first reported a position in EWL in Q3 2023 and held it in 1 quarter. The position peaked at $8.5K in Q3 2023. 164 funds tracked by Wall St. Rank hold EWL as of Q4 2023.

  • D.J. St. Germain reported no remaining iShares MSCI Switzerland ETF position as of Q4 2023 after selling out during the quarter.
  • D.J. St. Germain sold 195 iShares MSCI Switzerland ETF shares in Q4 2023, an estimated $8.5K.
  • D.J. St. Germain first reported a position in iShares MSCI Switzerland ETF in Q3 2023 and held it in 1 quarter.
  • D.J. St. Germain's iShares MSCI Switzerland ETF position peaked at $8.5K in Q3 2023.
  • 164 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q4 2023.

Based on D.J. St. Germain's 13F filing for Q4 2023, filed 2 Jan 2024.