Exchange Capital Management’s iShares MSCI Switzerland ETF EWL Stock Holding History

Exchange Capital 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
2018 Q1	–	Sell	-160	Closed	-$6K	–	251
2017 Q4	$6K	Hold	160	–	–	﹤0.01%	198
2017 Q3	$6K	Hold	160	–	–	﹤0.01%	214
2017 Q2	$5K	Hold	160	–	–	﹤0.01%	206
2017 Q1	$5K	Hold	160	–	–	﹤0.01%	193
2016 Q4	$5K	Hold	160	–	–	﹤0.01%	174
2016 Q3	$5K	Hold	160	–	–	﹤0.01%	196
2016 Q2	$5K	Buy	+160	New	+$4.83K	﹤0.01%	205

Other funds holding EWL

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

1CP

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

VSWA

Vontobel Swiss Wealth Advisors Zurich, Switzerland $195M AUM 43.77% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Exchange Capital Management's EWL Position: Q1 2018 in Review

Exchange Capital Management sold out of iShares MSCI Switzerland ETF (EWL) in Q1 2018, closing a stake of 160 shares — an estimated $6K sold.

Exchange Capital Management first reported a position in EWL in Q2 2016 and held it in 7 quarters. The position peaked at $6K in Q4 2017. 148 funds tracked by Wall St. Rank hold EWL as of Q1 2018.

Exchange Capital Management reported no remaining iShares MSCI Switzerland ETF position as of Q1 2018 after selling out during the quarter.
Exchange Capital Management sold 160 iShares MSCI Switzerland ETF shares in Q1 2018, an estimated $6K.
Exchange Capital Management first reported a position in iShares MSCI Switzerland ETF in Q2 2016 and held it in 7 quarters.
Exchange Capital Management's iShares MSCI Switzerland ETF position peaked at $6K in Q4 2017.
148 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q1 2018.

Based on Exchange Capital Management's 13F filing for Q1 2018, filed 3 May 2018.