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Focused Wealth Management’s iShares MSCI Switzerland ETF EWL Stock Holding History

Focused Wealth 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
2021
Q4 		– Sell
-2,100
Closed -$98K – 1022
2021
Q3 		$98K Buy
+2,100
New +$104K 0.02% 302
2021
Q2 		– Sell
-1,600
Closed -$71K – 955
2021
Q1 		$71K Buy
+1,600
New +$71.4K 0.01% 328

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
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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Focused Wealth Management's EWL Position: Q4 2021 in Review

Focused Wealth Management sold out of iShares MSCI Switzerland ETF (EWL) in Q4 2021, closing a stake of 2,100 shares — an estimated $98K sold.

Focused Wealth Management first reported a position in EWL in Q1 2021 and held it in 2 quarters. The position peaked at $98K in Q3 2021. 181 funds tracked by Wall St. Rank hold EWL as of Q4 2021.

  • Focused Wealth Management reported no remaining iShares MSCI Switzerland ETF position as of Q4 2021 after selling out during the quarter.
  • Focused Wealth Management sold 2,100 iShares MSCI Switzerland ETF shares in Q4 2021, an estimated $98K.
  • Focused Wealth Management first reported a position in iShares MSCI Switzerland ETF in Q1 2021 and held it in 2 quarters.
  • Focused Wealth Management's iShares MSCI Switzerland ETF position peaked at $98K in Q3 2021.
  • 181 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q4 2021.

Based on Focused Wealth Management's 13F filing for Q4 2021, filed 31 Jan 2022.