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Financial & Tax Architects’s iShares MSCI Switzerland ETF EWL Stock Holding History

Financial & Tax Architects’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
2022
Q1 		– Sell
-13,122
Closed -$692K – 92
2021
Q4 		$692K Buy
+13,122
New +$657K 0.28% 71

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
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Financial & Tax Architects's EWL Position: Q1 2022 in Review

Financial & Tax Architects sold out of iShares MSCI Switzerland ETF (EWL) in Q1 2022, closing a stake of 13,122 shares — an estimated $692K sold.

Financial & Tax Architects first reported a position in EWL in Q4 2021 and held it in 1 quarter. The position peaked at $692K in Q4 2021. 156 funds tracked by Wall St. Rank hold EWL as of Q1 2022.

  • Financial & Tax Architects reported no remaining iShares MSCI Switzerland ETF position as of Q1 2022 after selling out during the quarter.
  • Financial & Tax Architects sold 13,122 iShares MSCI Switzerland ETF shares in Q1 2022, an estimated $692K.
  • Financial & Tax Architects first reported a position in iShares MSCI Switzerland ETF in Q4 2021 and held it in 1 quarter.
  • Financial & Tax Architects's iShares MSCI Switzerland ETF position peaked at $692K in Q4 2021.
  • 156 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q1 2022.

Based on Financial & Tax Architects's 13F filing for Q1 2022, filed 25 Aug 2023.