HNWA
Henrickson Nauta Wealth Advisors’s iShares MSCI Switzerland ETF EWL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $393K | Hold |
7,178
| – | – | 0.14% | 52 |
|
|
2025
Q1 | $357K | Hold |
7,178
| – | – | 0.15% | 50 |
|
|
2024
Q4 | $330K | Hold |
7,178
| – | – | 0.13% | 59 |
|
|
2024
Q3 | $374K | Hold |
7,178
| – | – | 0.15% | 51 |
|
|
2024
Q2 | $346K | Hold |
7,178
| – | – | 0.15% | 54 |
|
|
2024
Q1 | $331K | Sell |
7,178
-134
| -2% | -$6.17K | 0.15% | 50 |
|
|
2023
Q4 | $353K | Hold |
7,312
| – | – | 0.17% | 53 |
|
|
2023
Q3 | $319K | Buy |
7,312
+134
| +2% | +$5.84K | 0.19% | 42 |
|
|
2023
Q2 | $332K | Hold |
7,178
| – | – | 0.23% | 40 |
|
|
2023
Q1 | $325K | Hold |
7,178
| – | – | 0.23% | 35 |
|
|
2022
Q4 | $301K | Buy |
7,178
+851
| +13% | +$35.7K | 0.24% | 36 |
|
|
2022
Q3 | $237K | Hold |
6,327
| – | – | 0.23% | 38 |
|
|
2022
Q2 | $263K | Buy |
6,327
+284
| +5% | +$11.8K | 0.24% | 34 |
|
|
2022
Q1 | $297K | Hold |
6,043
| – | – | 0.25% | 29 |
|
|
2021
Q4 | $295K | Buy |
+6,043
| New | +$295K | 0.24% | 32 |
|