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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Evolution Wealth Advisors's EWL Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of iShares MSCI Switzerland ETF (EWL) in Q4 2021, closing a stake of 335 shares — an estimated $16K sold.

Evolution Wealth Advisors first reported a position in EWL in Q1 2020 and held it in 7 quarters. The position peaked at $16K in Q3 2021. 181 funds tracked by Wall St. Rank hold EWL as of Q4 2021.

Evolution Wealth Advisors reported no remaining iShares MSCI Switzerland ETF position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 335 iShares MSCI Switzerland ETF shares in Q4 2021, an estimated $16K.
Evolution Wealth Advisors first reported a position in iShares MSCI Switzerland ETF in Q1 2020 and held it in 7 quarters.
Evolution Wealth Advisors's iShares MSCI Switzerland ETF position peaked at $16K in Q3 2021.
181 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.