Evolution Wealth Advisors’s iShares MSCI Switzerland ETF EWL Stock Holding History

Evolution Wealth Advisors’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
2021 Q4	–	Sell	-335	Closed	-$16K	–	317
2021 Q3	$16K	Hold	335	–	–	﹤0.01%	344
2021 Q2	$16K	Hold	335	–	–	﹤0.01%	335
2021 Q1	$15K	Hold	335	–	–	﹤0.01%	342
2020 Q4	$15K	Buy	335 +90	+37%	+$3.82K	﹤0.01%	298
2020 Q3	$10K	Hold	245	–	–	﹤0.01%	350
2020 Q2	$10K	Hold	245	–	–	﹤0.01%	285
2020 Q1	$9K	Buy	+245	New	+$9.52K	﹤0.01%	215

Other funds holding EWL

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return