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First Personal Financial Services’s iShares MSCI Switzerland ETF EWL Stock Holding History

First Personal Financial Services’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
Q3 		$9.71M Sell
186,322
-6,994
-4% -$353K 2.05% 19
2024
Q2 		$9.32M Buy
193,316
+3,240
+2% +$154K 2.11% 18
2024
Q1 		$9.05M Buy
190,076
+10,365
+6% +$491K 2.1% 15
2023
Q4 		$8.67M Sell
179,711
-4,573
-2% -$204K 2.11% 17
2023
Q3 		$8.03M Buy
184,284
+621
+0.3% +$28.5K 2.09% 18
2023
Q2 		$8.49M Buy
183,663
+1,774
+1% +$83.5K 2.11% 19
2023
Q1 		$8.24M Buy
181,889
+120
+0.1% +$5.3K 2.14% 18
2022
Q4 		$7.62M Sell
181,769
-324
-0.2% -$13.2K 2.06% 19
2022
Q3 		$6.82M Buy
182,093
+3,063
+2% +$127K 1.98% 19
2022
Q2 		$7.43M Sell
179,030
-1,410
-0.8% -$63.3K 2.08% 19
2022
Q1 		$8.86M Buy
180,440
+5,694
+3% +$278K 2.07% 17
2021
Q4 		$9.21M Sell
174,746
-1,120
-0.6% -$56.1K 2.06% 14
2021
Q3 		$8.19M Buy
175,866
+4,883
+3% +$242K 2.04% 15
2021
Q2 		$8.31M Buy
170,983
+3,210
+2% +$153K 2.12% 15
2021
Q1 		$7.42M Sell
167,773
-7,022
-4% -$314K 2.03% 16
2020
Q4 		$7.81M Buy
174,795
+939
+0.5% +$39.9K 2.23% 12
2020
Q3 		$7.14M Buy
173,856
+90
+0.1% +$3.72K 2.27% 12
2020
Q2 		$6.77M Buy
173,766
+220
+0.1% +$8.26K 2.31% 11
2020
Q1 		$6.14M Buy
173,546
+1,316
+0.8% +$51.1K 2.37% 11
2019
Q4 		$7M Sell
172,230
-9,165
-5% -$354K 2.27% 8
2019
Q3 		$6.84M Buy
181,395
+4,466
+3% +$167K 2.12% 10
2019
Q2 		$6.64M Buy
176,929
+940
+0.5% +$34.1K 1.9% 10
2019
Q1 		$6.22M Buy
175,989
+6,079
+4% +$206K 1.9% 10
2018
Q4 		$5.36M Buy
169,910
+2,905
+2% +$94.9K 1.85% 10
2018
Q3 		$5.79M Buy
167,005
+78
+0% +$2.67K 1.83% 9
2018
Q2 		$5.44M Buy
166,927
+3,589
+2% +$121K 1.82% 10
2018
Q1 		$5.61M Sell
163,338
-23,988
-13% -$853K 1.23% 21
2017
Q4 		$6.67M Sell
187,326
-57
-0% -$1.99K 1.3% 17
2017
Q3 		$6.56M Buy
187,383
+991
+0.5% +$34.2K 1.38% 18
2017
Q2 		$6.39M Buy
186,392
+169
+0.1% +$5.71K 1.4% 18
2017
Q1 		$5.96M Buy
186,223
+5,659
+3% +$176K 1.43% 16
2016
Q4 		$5.32M Sell
180,564
-5,259
-3% -$153K 1.4% 16
2016
Q3 		$5.68M Buy
185,823
+4,245
+2% +$128K 1.65% 11
2016
Q2 		$5.38M Buy
181,578
+11,509
+7% +$348K 1.84% 6
2016
Q1 		$5.06M Buy
170,069
+32,402
+24% +$942K 2.5% 6
2015
Q4 		$4.27M Buy
137,667
+11,392
+9% +$357K 2.41% 5
2015
Q3 		$3.86M Buy
126,275
+12,077
+11% +$394K 2.32% 6
2015
Q2 		$3.74M Buy
114,198
+5,896
+5% +$205K 2.24% 6
2015
Q1 		$3.6M Buy
108,302
+2,740
+3% +$89.5K 2.18% 7
2014
Q4 		$3.35M Buy
+105,562
New +$3.39M 1.96% 8

Other funds holding EWL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

First Personal Financial Services's EWL Position: Q3 2024 in Review

First Personal Financial Services reduced its iShares MSCI Switzerland ETF (EWL) stake by 3.6% in Q3 2024, selling an estimated $353K and leaving 186,322 shares worth $9.71M. The position accounts for 2.05% of the portfolio, ranked #19.

First Personal Financial Services first reported a position in EWL in Q4 2014 and has held it in 40 quarters since. 163 funds tracked by Wall St. Rank hold EWL as of Q3 2024.

  • First Personal Financial Services held 186,322 shares of iShares MSCI Switzerland ETF worth $9.71M as of Q3 2024.
  • First Personal Financial Services sold 6,994 iShares MSCI Switzerland ETF shares in Q3 2024, an estimated $353K.
  • iShares MSCI Switzerland ETF made up 2.05% of First Personal Financial Services's portfolio in Q3 2024, its #19 holding.
  • First Personal Financial Services first reported a position in iShares MSCI Switzerland ETF in Q4 2014 and has held it in 40 quarters since.
  • 163 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.