GWM
EWL icon

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

Geneos 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
2018
Q4 		– Sell
-76
Closed -$2K – 2411
2018
Q3 		$2K Buy
+76
New +$2.6K ﹤0.01% 2251
2017
Q4 		– Sell
-76
Closed -$2K – 2176
2017
Q3 		$2K Sell
76
-377
-83% -$13K ﹤0.01% 1964
2017
Q2 		$15K Sell
453
-128
-22% -$4.33K ﹤0.01% 1378
2017
Q1 		$18K Sell
581
-2
-0.3% -$62 ﹤0.01% 1266
2016
Q4 		$17K Sell
583
-242
-29% -$7.06K ﹤0.01% 1245
2016
Q3 		$25K Sell
825
-1,062
-56% -$32.1K ﹤0.01% 1047
2016
Q2 		$56K Sell
1,887
-983
-34% -$29.7K 0.01% 767
2016
Q1 		$84K Buy
+2,870
New +$83.4K 0.01% 639

Other funds holding EWL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return