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Danda Trouve Investment Management’s iShares MSCI Switzerland ETF EWL Stock Holding History

Danda Trouve Investment 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
-1,304
Closed -$69K – 119
2021
Q4 		$69K Sell
1,304
-799
-38% -$40K 0.08% 55
2021
Q3 		$98K Buy
+2,103
New +$104K 0.12% 44

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1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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
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

Danda Trouve Investment Management's EWL Position: Q1 2022 in Review

Danda Trouve Investment Management sold out of iShares MSCI Switzerland ETF (EWL) in Q1 2022, closing a stake of 1,304 shares — an estimated $69K sold.

Danda Trouve Investment Management first reported a position in EWL in Q3 2021 and held it in 2 quarters. The position peaked at $98K in Q3 2021. 156 funds tracked by Wall St. Rank hold EWL as of Q1 2022.

  • Danda Trouve Investment Management reported no remaining iShares MSCI Switzerland ETF position as of Q1 2022 after selling out during the quarter.
  • Danda Trouve Investment Management sold 1,304 iShares MSCI Switzerland ETF shares in Q1 2022, an estimated $69K.
  • Danda Trouve Investment Management first reported a position in iShares MSCI Switzerland ETF in Q3 2021 and held it in 2 quarters.
  • Danda Trouve Investment Management's iShares MSCI Switzerland ETF position peaked at $98K in Q3 2021.
  • 156 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q1 2022.

Based on Danda Trouve Investment Management's 13F filing for Q1 2022, filed 22 Apr 2022.