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

Gradient 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 Q2	–	Sell	-15	Closed	-$680	–	1805
2023 Q1	$680	Buy	+15	New	+$663	﹤0.01%	1249
2015 Q2	–	Sell	-8	Closed	–	–	647
2015 Q1	$0	Buy	+8	New	+$261	﹤0.01%	663
2014 Q1	–	Sell	-42	Closed	-$1K	–	562
2013 Q4	$1K	Buy	+42	New	+$1.34K	﹤0.01%	543

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

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

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

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Gradient Investments's EWL Position: Q2 2023 in Review

Gradient Investments sold out of iShares MSCI Switzerland ETF (EWL) in Q2 2023, closing a stake of 15 shares — an estimated $680 sold.

Gradient Investments first reported a position in EWL in Q4 2013 and held it in 3 quarters. The position peaked at $1K in Q4 2013. 160 funds tracked by Wall St. Rank hold EWL as of Q2 2023.

Gradient Investments reported no remaining iShares MSCI Switzerland ETF position as of Q2 2023 after selling out during the quarter.
Gradient Investments sold 15 iShares MSCI Switzerland ETF shares in Q2 2023, an estimated $680.
Gradient Investments first reported a position in iShares MSCI Switzerland ETF in Q4 2013 and held it in 3 quarters.
Gradient Investments's iShares MSCI Switzerland ETF position peaked at $1K in Q4 2013.
160 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q2 2023.

Based on Gradient Investments's 13F filing for Q2 2023, filed 11 Jul 2023.