Financial Advocates Investment Management’s iShares MSCI Switzerland ETF EWL Stock Holding History

Financial Advocates Investment 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
2023 Q1	–	Sell	-44,971	Closed	-$1.89M	–	767
2022 Q4	$1.89M	Buy	+44,971	New	+$1.83M	0.14%	171
2021 Q2	–	Sell	-4,821	Closed	-$213K	–	765
2021 Q1	$213K	Sell	4,821 -294	-6%	-$13.1K	0.02%	701
2020 Q4	$229K	Sell	5,115 -211	-4%	-$8.96K	0.02%	644
2020 Q3	$219K	Sell	5,326 -570	-10%	-$23.6K	0.02%	555
2020 Q2	$230K	Buy	+5,896	New	+$221K	0.02%	527
2020 Q1	–	Sell	-6,046	Closed	-$246K	–	491
2019 Q4	$246K	Sell	6,046 -339	-5%	-$13.1K	0.03%	442
2019 Q3	$241K	Sell	6,385 -1,822	-22%	-$68K	0.03%	421
2019 Q2	$308K	Sell	8,207 -142	-2%	-$5.15K	0.04%	366
2019 Q1	$295K	Hold	8,349	–	–	0.04%	366
2018 Q4	$263K	Hold	8,349	–	–	0.04%	367
2018 Q3	$290K	Hold	8,349	–	–	0.03%	400
2018 Q2	$271K	Buy	8,349 +57	+0.7%	+$1.93K	0.03%	393
2018 Q1	$285K	Buy	8,292 +244	+3%	+$8.68K	0.04%	377
2017 Q4	$286K	Buy	+8,048	New	+$280K	0.04%	367

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

1CP

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Advocates Investment Management's EWL Position: Q1 2023 in Review

Financial Advocates Investment Management sold out of iShares MSCI Switzerland ETF (EWL) in Q1 2023, closing a stake of 44,971 shares — an estimated $1.89M sold.

Financial Advocates Investment Management first reported a position in EWL in Q4 2017 and held it in 14 quarters. The position peaked at $1.89M in Q4 2022. 149 funds tracked by Wall St. Rank hold EWL as of Q1 2023.

Financial Advocates Investment Management reported no remaining iShares MSCI Switzerland ETF position as of Q1 2023 after selling out during the quarter.
Financial Advocates Investment Management sold 44,971 iShares MSCI Switzerland ETF shares in Q1 2023, an estimated $1.89M.
Financial Advocates Investment Management first reported a position in iShares MSCI Switzerland ETF in Q4 2017 and held it in 14 quarters.
Financial Advocates Investment Management's iShares MSCI Switzerland ETF position peaked at $1.89M in Q4 2022.
149 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q1 2023.

Based on Financial Advocates Investment Management's 13F filing for Q1 2023, filed 11 May 2023.