EWM
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EPG Wealth Management’s iShares MSCI Switzerland ETF EWL Stock Holding History

EPG Wealth 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
2020
Q2 		– Sell
-170
Closed -$6K – 341
2020
Q1 		$6K Hold
170
– – ﹤0.01% 557
2019
Q4 		$7K Buy
+170
New +$6.56K 0.01% 461

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

EPG Wealth Management's EWL Position: Q2 2020 in Review

EPG Wealth Management sold out of iShares MSCI Switzerland ETF (EWL) in Q2 2020, closing a stake of 170 shares — an estimated $6K sold.

EPG Wealth Management first reported a position in EWL in Q4 2019 and held it in 2 quarters. The position peaked at $7K in Q4 2019. 138 funds tracked by Wall St. Rank hold EWL as of Q2 2020.

  • EPG Wealth Management reported no remaining iShares MSCI Switzerland ETF position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 170 iShares MSCI Switzerland ETF shares in Q2 2020, an estimated $6K.
  • EPG Wealth Management first reported a position in iShares MSCI Switzerland ETF in Q4 2019 and held it in 2 quarters.
  • EPG Wealth Management's iShares MSCI Switzerland ETF position peaked at $7K in Q4 2019.
  • 138 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.