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Householder Group Estate & Retirement Specialist’s iShares MSCI Switzerland ETF EWL Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q3 		– Sell
-100
Closed -$4K – 1209
2024
Q2 		$4K Buy
+100
New +$4.76K ﹤0.01% 960
2022
Q4 		– Sell
-24
Closed – – 547
2022
Q3 		$0 Buy
+24
New +$992 ﹤0.01% 1122

Other funds holding EWL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's EWL Position: Q3 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares MSCI Switzerland ETF (EWL) in Q3 2024, closing a stake of 100 shares — an estimated $4K sold.

Householder Group Estate & Retirement Specialist first reported a position in EWL in Q3 2022 and held it in 2 quarters. The position peaked at $4K in Q2 2024. 163 funds tracked by Wall St. Rank hold EWL as of Q3 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining iShares MSCI Switzerland ETF position as of Q3 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 100 iShares MSCI Switzerland ETF shares in Q3 2024, an estimated $4K.
  • Householder Group Estate & Retirement Specialist first reported a position in iShares MSCI Switzerland ETF in Q3 2022 and held it in 2 quarters.
  • Householder Group Estate & Retirement Specialist's iShares MSCI Switzerland ETF position peaked at $4K in Q2 2024.
  • 163 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q3 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q3 2024, filed 18 Oct 2024.