Glovista Investments’s iShares MSCI Switzerland ETF EWL Stock Holding History

Glovista Investments’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
2023 Q1	–	Sell	-5,073	Closed	-$213K	–	43
2022 Q4	$213K	Buy	+5,073	New	+$206K	0.11%	47
2017 Q3	–	Sell	-37,993	Closed	-$1.3M	–	114
2017 Q2	$1.3M	Buy	37,993 +3,177	+9%	+$107K	0.29%	47
2017 Q1	$1.11M	Sell	34,816 -16,529	-32%	-$513K	0.25%	54
2016 Q4	$1.51M	Buy	51,345 +36,640	+249%	+$1.07M	0.27%	35
2016 Q3	$449K	Sell	14,705 -14,958	-50%	-$452K	0.09%	61
2016 Q2	$880K	Sell	29,663 -5,736	-16%	-$173K	0.16%	46
2016 Q1	$1.05M	Buy	+35,399	New	+$1.03M	0.18%	42

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

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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Glovista Investments's EWL Position: Q1 2023 in Review

Glovista Investments sold out of iShares MSCI Switzerland ETF (EWL) in Q1 2023, closing a stake of 5,073 shares — an estimated $213K sold.

Glovista Investments first reported a position in EWL in Q1 2016 and held it in 7 quarters. The position peaked at $1.51M in Q4 2016. 148 funds tracked by Wall St. Rank hold EWL as of Q1 2023.

Glovista Investments reported no remaining iShares MSCI Switzerland ETF position as of Q1 2023 after selling out during the quarter.
Glovista Investments sold 5,073 iShares MSCI Switzerland ETF shares in Q1 2023, an estimated $213K.
Glovista Investments first reported a position in iShares MSCI Switzerland ETF in Q1 2016 and held it in 7 quarters.
Glovista Investments's iShares MSCI Switzerland ETF position peaked at $1.51M in Q4 2016.
148 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q1 2023.

Based on Glovista Investments's 13F filing for Q1 2023, filed 15 May 2023.