Heritage Wealth Management (Arizona)’s iShares MSCI Switzerland ETF EWL Stock Holding History

Heritage Wealth Management (Arizona)’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 Q3	–	Sell	-38	Closed	-$1.58K	–	1043
2022 Q2	$1.58K	Hold	38	–	–	﹤0.01%	903
2022 Q1	$2K	Buy	+38	New	+$1.86K	﹤0.01%	894

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

Jane Street New York $1.21T AUM 78.12% 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

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

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s EWL Position: Q3 2022 in Review

Heritage Wealth Management (Arizona) sold out of iShares MSCI Switzerland ETF (EWL) in Q3 2022, closing a stake of 38 shares — an estimated $1.58K sold.

Heritage Wealth Management (Arizona) first reported a position in EWL in Q1 2022 and held it in 2 quarters. The position peaked at $2K in Q1 2022. 137 funds tracked by Wall St. Rank hold EWL as of Q3 2022.

Heritage Wealth Management (Arizona) reported no remaining iShares MSCI Switzerland ETF position as of Q3 2022 after selling out during the quarter.
Heritage Wealth Management (Arizona) sold 38 iShares MSCI Switzerland ETF shares in Q3 2022, an estimated $1.58K.
Heritage Wealth Management (Arizona) first reported a position in iShares MSCI Switzerland ETF in Q1 2022 and held it in 2 quarters.
Heritage Wealth Management (Arizona)'s iShares MSCI Switzerland ETF position peaked at $2K in Q1 2022.
137 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q3 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2022, filed 14 Nov 2022.