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Faithward Advisors’s iShares MSCI Switzerland ETF EWL Stock Holding History

Faithward 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
2023
Q2 		– Sell
-571
Closed -$27.6K – 290
2023
Q1 		$27.6K Buy
571
+395
+224% +$17.5K 0.01% 244
2022
Q4 		$7.38K Buy
+176
New +$7.16K ﹤0.01% 232

Other funds holding EWL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Faithward Advisors's EWL Position: Q2 2023 in Review

Faithward Advisors sold out of iShares MSCI Switzerland ETF (EWL) in Q2 2023, closing a stake of 571 shares — an estimated $27.6K sold.

Faithward Advisors first reported a position in EWL in Q4 2022 and held it in 2 quarters. The position peaked at $27.6K in Q1 2023. 160 funds tracked by Wall St. Rank hold EWL as of Q2 2023.

  • Faithward Advisors reported no remaining iShares MSCI Switzerland ETF position as of Q2 2023 after selling out during the quarter.
  • Faithward Advisors sold 571 iShares MSCI Switzerland ETF shares in Q2 2023, an estimated $27.6K.
  • Faithward Advisors first reported a position in iShares MSCI Switzerland ETF in Q4 2022 and held it in 2 quarters.
  • Faithward Advisors's iShares MSCI Switzerland ETF position peaked at $27.6K in Q1 2023.
  • 160 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q2 2023.

Based on Faithward Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.