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Founders Financial Alliance’s iShares MSCI Switzerland ETF EWL Stock Holding History

Founders Financial Alliance’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
Q3 		– Sell
-16
Closed -$1K – 496
2022
Q2 		$1K Buy
+16
New +$719 ﹤0.01% 491

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Vontobel Holding
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BPC
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Founders Financial Alliance's EWL Position: Q3 2022 in Review

Founders Financial Alliance sold out of iShares MSCI Switzerland ETF (EWL) in Q3 2022, closing a stake of 16 shares — an estimated $1K sold.

Founders Financial Alliance first reported a position in EWL in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 138 funds tracked by Wall St. Rank hold EWL as of Q3 2022.

  • Founders Financial Alliance reported no remaining iShares MSCI Switzerland ETF position as of Q3 2022 after selling out during the quarter.
  • Founders Financial Alliance sold 16 iShares MSCI Switzerland ETF shares in Q3 2022, an estimated $1K.
  • Founders Financial Alliance first reported a position in iShares MSCI Switzerland ETF in Q2 2022 and held it in 1 quarter.
  • Founders Financial Alliance's iShares MSCI Switzerland ETF position peaked at $1K in Q2 2022.
  • 138 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q3 2022.

Based on Founders Financial Alliance's 13F filing for Q3 2022, filed 14 Nov 2022.