DLHL
EWL icon

Donald L. Hagan LLC’s iShares MSCI Switzerland ETF EWL Stock Holding History

Donald L. Hagan LLC’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
Q2 		– Sell
-5,274
Closed -$239K – 99
2023
Q1 		$239K Buy
+5,274
New +$233K 0.13% 90

Other funds holding EWL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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
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
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Donald L. Hagan LLC's EWL Position: Q2 2023 in Review

Donald L. Hagan LLC sold out of iShares MSCI Switzerland ETF (EWL) in Q2 2023, closing a stake of 5,274 shares — an estimated $239K sold.

Donald L. Hagan LLC first reported a position in EWL in Q1 2023 and held it in 1 quarter. The position peaked at $239K in Q1 2023. 160 funds tracked by Wall St. Rank hold EWL as of Q2 2023.

  • Donald L. Hagan LLC reported no remaining iShares MSCI Switzerland ETF position as of Q2 2023 after selling out during the quarter.
  • Donald L. Hagan LLC sold 5,274 iShares MSCI Switzerland ETF shares in Q2 2023, an estimated $239K.
  • Donald L. Hagan LLC first reported a position in iShares MSCI Switzerland ETF in Q1 2023 and held it in 1 quarter.
  • Donald L. Hagan LLC's iShares MSCI Switzerland ETF position peaked at $239K in Q1 2023.
  • 160 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q2 2023.

Based on Donald L. Hagan LLC's 13F filing for Q2 2023, filed 17 Jul 2023.