Filbrandt Wealth Management’s iShares MSCI Switzerland ETF EWL Stock Holding History

Filbrandt Wealth 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
2021 Q3	$223K	Hold	4,780	–	–	0.13%	37
2021 Q2	$232K	Hold	4,780	–	–	0.13%	35
2021 Q1	$211K	Hold	4,780	–	–	0.13%	35
2020 Q4	$214K	Hold	4,780	–	–	0.14%	29
2020 Q3	$196K	Hold	4,780	–	–	0.15%	31
2020 Q2	$186K	Hold	4,780	–	–	0.15%	45
2020 Q1	$169K	Hold	4,780	–	–	0.19%	30
2019 Q4	$194K	Buy	+4,780	New	+$185K	0.17%	30

Other funds holding EWL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Filbrandt Wealth Management's EWL Position: Q3 2021 in Review

Filbrandt Wealth Management held its iShares MSCI Switzerland ETF (EWL) position steady in Q3 2021 at 4,780 shares worth $223K. The position accounts for 0.13% of the portfolio, ranked #37.

Filbrandt Wealth Management first reported a position in EWL in Q4 2019 and has held it in 8 quarters since. The position peaked at $232K in Q2 2021. 170 funds tracked by Wall St. Rank hold EWL as of Q3 2021.

Filbrandt Wealth Management held 4,780 shares of iShares MSCI Switzerland ETF worth $223K as of Q3 2021.
Filbrandt Wealth Management left its iShares MSCI Switzerland ETF share count unchanged in Q3 2021.
iShares MSCI Switzerland ETF made up 0.13% of Filbrandt Wealth Management's portfolio in Q3 2021, its #37 holding.
Filbrandt Wealth Management first reported a position in iShares MSCI Switzerland ETF in Q4 2019 and has held it in 8 quarters since.
Filbrandt Wealth Management's iShares MSCI Switzerland ETF position peaked at $232K in Q2 2021.
170 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.