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

Exencial 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
2026 Q1	$312K	Hold	5,304	–	–	0.01%	474
2025 Q4	$318K	Hold	5,304	–	–	0.01%	456
2025 Q3	$293K	Hold	5,304	–	–	0.01%	453
2025 Q2	$291K	Hold	5,304	–	–	0.01%	433
2025 Q1	$275K	Hold	5,304	–	–	0.01%	434
2024 Q4	$244K	Hold	5,304	–	–	0.01%	460
2024 Q3	$276K	Hold	5,304	–	–	0.01%	441
2024 Q2	$256K	Hold	5,304	–	–	0.01%	447
2024 Q1	$252K	Hold	5,304	–	–	0.01%	462
2023 Q4	$256K	Buy	5,304 +18	+0.3%	+$802	0.01%	438
2023 Q3	$230K	Hold	5,286	–	–	0.01%	390
2023 Q2	$244K	Hold	5,286	–	–	0.01%	397
2023 Q1	$240K	Sell	5,286 -142	-3%	-$6.28K	0.01%	384
2022 Q4	$228K	Sell	5,428 -605	-10%	-$24.6K	0.01%	396
2022 Q3	$226K	Hold	6,033	–	–	0.01%	380
2022 Q2	$251K	Hold	6,033	–	–	0.01%	371
2022 Q1	$296K	Hold	6,033	–	–	0.01%	363
2021 Q4	$318K	Buy	+6,033	New	+$302K	0.02%	379
2021 Q3	–	Sell	-6,033	Closed	-$293K	–	360
2021 Q2	$293K	Hold	6,033	–	–	0.02%	380
2021 Q1	$267K	Hold	6,033	–	–	0.02%	366
2020 Q4	$270K	Hold	6,033	–	–	0.02%	321
2020 Q3	$248K	Hold	6,033	–	–	0.01%	322
2020 Q2	$235K	Hold	6,033	–	–	0.02%	294
2020 Q1	$213K	Sell	6,033 -139	-2%	-$5.4K	0.04%	222
2019 Q4	$251K	Hold	6,172	–	–	0.04%	232
2019 Q3	$233K	Hold	6,172	–	–	0.05%	224
2019 Q2	$232K	Hold	6,172	–	–	0.05%	207
2019 Q1	$218K	Buy	+6,172	New	+$209K	0.05%	212
2018 Q4	–	Sell	-6,172	Closed	-$214K	–	216
2018 Q3	$214K	Sell	6,172 -887	-13%	-$30.4K	0.05%	180
2018 Q2	$230K	Buy	7,059 +21	+0.3%	+$710	0.06%	162
2018 Q1	$242K	Hold	7,038	–	–	0.07%	152
2017 Q4	$250K	Hold	7,038	–	–	0.08%	155
2017 Q3	$247K	Hold	7,038	–	–	0.08%	147
2017 Q2	$241K	Buy	7,038 +18	+0.3%	+$609	0.1%	133
2017 Q1	$224K	Sell	7,020 -52	-0.7%	-$1.61K	0.1%	138
2016 Q4	$208K	Sell	7,072 -547	-7%	-$16K	0.09%	154
2016 Q3	$221K	Buy	7,619 +491	+7%	+$14.8K	0.1%	151
2016 Q2	$211K	Hold	7,128	–	–	0.1%	146
2016 Q1	$212K	Sell	7,128 -18	-0.3%	-$523	0.1%	137
2015 Q4	$209K	Sell	7,146 -12	-0.2%	-$376	0.1%	127
2015 Q3	$219K	Sell	7,158 -19	-0.3%	-$620	0.11%	130
2015 Q2	$244K	Sell	7,177 -6,258	-47%	-$218K	0.15%	94
2015 Q1	$470K	Sell	13,435 -204	-1%	-$6.66K	0.2%	104
2014 Q4	$431K	Sell	13,639 -1,368	-9%	-$43.9K	0.19%	102
2014 Q3	$488K	Sell	15,007 -4	-0%	-$134	0.22%	99
2014 Q2	$513K	Buy	15,011 +471	+3%	+$16.4K	0.22%	97
2014 Q1	$499K	Sell	14,540 -56	-0.4%	-$1.86K	0.21%	106
2013 Q4	$482K	Sell	14,596 -228	-2%	-$7.27K	0.22%	97
2013 Q3	$469K	Sell	14,824 -1,266	-8%	-$38.2K	0.22%	97
2013 Q2	$492K	Buy	+16,090	New	+$481K	0.24%	92