First Heartland Consultants’s iShares MSCI Switzerland ETF EWL Stock Holding History

First Heartland Consultants’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
2016 Q1	–	Sell	-7,701	Closed	-$239K	–	279
2015 Q4	$239K	Sell	7,701 -481	-6%	-$15.1K	0.09%	226
2015 Q3	$250K	Buy	8,182 +75	+0.9%	+$2.45K	0.1%	205
2015 Q2	$265K	Hold	8,107	–	–	0.07%	204
2015 Q1	$269K	Sell	8,107 -655	-7%	-$21.4K	0.1%	201
2014 Q4	$278K	Sell	8,762 -132	-1%	-$4.24K	0.11%	188
2014 Q3	$289K	Buy	8,894 +819	+10%	+$27.4K	0.13%	181
2014 Q2	$277K	Buy	8,075 +1,410	+21%	+$49.2K	0.13%	186
2014 Q1	$229K	Buy	+6,665	New	+$222K	0.11%	208
2013 Q4	–	Sell	-6,490	Closed	-$204K	–	210
2013 Q3	$204K	Buy	6,490 +309	+5%	+$9.33K	0.12%	199
2013 Q2	$177K	Buy	+6,181	New	+$185K	0.1%	203

Other funds holding EWL

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

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

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

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

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

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

1CP

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

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

First Heartland Consultants's EWL Position: Q1 2016 in Review

First Heartland Consultants sold out of iShares MSCI Switzerland ETF (EWL) in Q1 2016, closing a stake of 7,701 shares — an estimated $239K sold.

First Heartland Consultants first reported a position in EWL in Q2 2013 and held it in 10 quarters. The position peaked at $289K in Q3 2014. 112 funds tracked by Wall St. Rank hold EWL as of Q1 2016.

First Heartland Consultants reported no remaining iShares MSCI Switzerland ETF position as of Q1 2016 after selling out during the quarter.
First Heartland Consultants sold 7,701 iShares MSCI Switzerland ETF shares in Q1 2016, an estimated $239K.
First Heartland Consultants first reported a position in iShares MSCI Switzerland ETF in Q2 2013 and held it in 10 quarters.
First Heartland Consultants's iShares MSCI Switzerland ETF position peaked at $289K in Q3 2014.
112 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q1 2016.

Based on First Heartland Consultants's 13F filing for Q1 2016, filed 10 May 2016.