Financial Gravity Asset Management’s iShares MSCI Switzerland ETF EWL Stock Holding History

Financial Gravity Asset 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
2024 Q2	–	Sell	-1	Closed	-$45	–	1533
2024 Q1	$45	Hold	1	–	–	﹤0.01%	1057
2023 Q4	$46	Buy	+1	New	+$45	﹤0.01%	1148
2021 Q3	$47K	Hold	1	–	–	0.02%	589
2021 Q2	$49K	Buy	+1	New	+$48	0.02%	576
2020 Q4	$0	Buy	+1	New	+$42	﹤0.01%	535
2019 Q4	$41K	Sell	16 -1	-6%	-$39	0.03%	728
2019 Q3	$1K	Hold	17	–	–	﹤0.01%	1020
2019 Q2	$1K	Buy	17 +1	+6%	+$36	﹤0.01%	1037
2019 Q1	$1K	Buy	+16	New	+$541	﹤0.01%	1091
2018 Q3	$1K	Sell	20 -8	-29%	-$274	﹤0.01%	1124
2018 Q2	$1K	Buy	28 +8	+40%	+$271	﹤0.01%	1155
2018 Q1	$1K	Buy	+20	New	+$712	﹤0.01%	1125

Other funds holding EWL

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Gravity Asset Management's EWL Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of iShares MSCI Switzerland ETF (EWL) in Q2 2024, closing a stake of 1 share — an estimated $45 sold.

Financial Gravity Asset Management first reported a position in EWL in Q1 2018 and held it in 12 quarters. The position peaked at $49K in Q2 2021. 154 funds tracked by Wall St. Rank hold EWL as of Q2 2024.

Financial Gravity Asset Management reported no remaining iShares MSCI Switzerland ETF position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 1 iShares MSCI Switzerland ETF share in Q2 2024, an estimated $45.
Financial Gravity Asset Management first reported a position in iShares MSCI Switzerland ETF in Q1 2018 and held it in 12 quarters.
Financial Gravity Asset Management's iShares MSCI Switzerland ETF position peaked at $49K in Q2 2021.
154 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.