Exencial Wealth Advisors’s iShares MSCI Switzerland ETF EWL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $293K | Hold |
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|
2025
Q2 | $291K | Hold |
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|
2025
Q1 | $275K | Hold |
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|
2024
Q4 | $244K | Hold |
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|
2024
Q3 | $276K | Hold |
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|
2024
Q2 | $256K | Hold |
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|
2024
Q1 | $252K | Hold |
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|
2023
Q4 | $256K | Buy |
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|
2023
Q3 | $230K | Hold |
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|
2023
Q2 | $244K | Hold |
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|
2023
Q1 | $240K | Sell |
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|
2022
Q4 | $228K | Sell |
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|
2022
Q3 | $226K | Hold |
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|
2022
Q2 | $251K | Hold |
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|
2022
Q1 | $296K | Hold |
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|
2021
Q4 | $318K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $293K | Hold |
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|
2021
Q1 | $267K | Hold |
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|
2020
Q4 | $270K | Hold |
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|
2020
Q3 | $248K | Hold |
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|
2020
Q2 | $235K | Hold |
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|
2020
Q1 | $213K | Sell |
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|
2019
Q4 | $251K | Hold |
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|
2019
Q3 | $233K | Hold |
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|
2019
Q2 | $232K | Hold |
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|
2019
Q1 | $218K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $214K | Sell |
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|
2018
Q2 | $230K | Buy |
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|
2018
Q1 | $242K | Hold |
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|
2017
Q4 | $250K | Hold |
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|
2017
Q3 | $247K | Hold |
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|
2017
Q2 | $241K | Buy |
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|
2017
Q1 | $224K | Sell |
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|
2016
Q4 | $208K | Sell |
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|
2016
Q3 | $221K | Buy |
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|
2016
Q2 | $211K | Hold |
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|
2016
Q1 | $212K | Sell |
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|
2015
Q4 | $209K | Sell |
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|
2015
Q3 | $219K | Sell |
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|
2015
Q2 | $244K | Sell |
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|
2015
Q1 | $470K | Sell |
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|
2014
Q4 | $431K | Sell |
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|
2014
Q3 | $488K | Sell |
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|
2014
Q2 | $513K | Buy |
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|
2014
Q1 | $499K | Sell |
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|
2013
Q4 | $482K | Sell |
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|
2013
Q3 | $469K | Sell |
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|
2013
Q2 | $492K | Buy |
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