Global Financial Private Client’s iShares MSCI Switzerland ETF EWL Stock Holding History

Global Financial Private Client’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 Q1	–	Sell	-5,519	Closed	-$291K	–	661
2021 Q4	$291K	Buy	5,519 +30	+0.5%	+$1.5K	0.14%	125
2021 Q3	$258K	Buy	5,489 +3,263	+147%	+$162K	0.13%	124
2021 Q2	$109K	Buy	+2,226	New	+$106K	0.06%	166

Other funds holding EWL

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

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Global Financial Private Client's EWL Position: Q1 2022 in Review

Global Financial Private Client sold out of iShares MSCI Switzerland ETF (EWL) in Q1 2022, closing a stake of 5,519 shares — an estimated $291K sold.

Global Financial Private Client first reported a position in EWL in Q2 2021 and held it in 3 quarters. The position peaked at $291K in Q4 2021. 156 funds tracked by Wall St. Rank hold EWL as of Q1 2022.

Global Financial Private Client reported no remaining iShares MSCI Switzerland ETF position as of Q1 2022 after selling out during the quarter.
Global Financial Private Client sold 5,519 iShares MSCI Switzerland ETF shares in Q1 2022, an estimated $291K.
Global Financial Private Client first reported a position in iShares MSCI Switzerland ETF in Q2 2021 and held it in 3 quarters.
Global Financial Private Client's iShares MSCI Switzerland ETF position peaked at $291K in Q4 2021.
156 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q1 2022.

Based on Global Financial Private Client's 13F filing for Q1 2022, filed 16 May 2024.