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

Financial Gravity Companies’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
2018 Q4	$1K	Buy	+17	New	+$556	﹤0.01%	1082
2018 Q1	$1K	Sell	20 -33	-62%	-$1.17K	﹤0.01%	1125
2017 Q4	$2K	Buy	+53	New	+$1.85K	﹤0.01%	930

Other funds holding EWL

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

1CP

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Xponance Philadelphia, Pennsylvania $16.3B AUM 44.61% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Financial Gravity Companies's EWL Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in iShares MSCI Switzerland ETF (EWL) in Q4 2018: 17 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1082 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in EWL as recently as Q1 2018.

Financial Gravity Companies first reported a position in EWL in Q4 2017 and has held it in 3 quarters since. The position peaked at $2K in Q4 2017. 131 funds tracked by Wall St. Rank hold EWL as of Q4 2018.

Financial Gravity Companies held 17 shares of iShares MSCI Switzerland ETF worth $1K as of Q4 2018.
iShares MSCI Switzerland ETF was a new Financial Gravity Companies position in Q4 2018.
iShares MSCI Switzerland ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #1082 holding.
Financial Gravity Companies first reported a position in iShares MSCI Switzerland ETF in Q4 2017 and has held it in 3 quarters since.
Financial Gravity Companies's iShares MSCI Switzerland ETF position peaked at $2K in Q4 2017.
131 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.