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ICA Group Wealth Management’s iShares MSCI Switzerland ETF EWL Stock Holding History

ICA Group Wealth Management’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
Q2 		– Sell
-59
Closed -$2.81K – 939
2024
Q1 		$2.81K Sell
59
-27
-31% -$1.28K ﹤0.01% 1132
2023
Q4 		$4.15K Buy
+86
New +$3.83K ﹤0.01% 1062

Other funds holding EWL

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ICA Group Wealth Management's EWL Position: Q2 2024 in Review

ICA Group Wealth Management sold out of iShares MSCI Switzerland ETF (EWL) in Q2 2024, closing a stake of 59 shares — an estimated $2.81K sold.

ICA Group Wealth Management first reported a position in EWL in Q4 2023 and held it in 2 quarters. The position peaked at $4.15K in Q4 2023. 154 funds tracked by Wall St. Rank hold EWL as of Q2 2024.

  • ICA Group Wealth Management reported no remaining iShares MSCI Switzerland ETF position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 59 iShares MSCI Switzerland ETF shares in Q2 2024, an estimated $2.81K.
  • ICA Group Wealth Management first reported a position in iShares MSCI Switzerland ETF in Q4 2023 and held it in 2 quarters.
  • ICA Group Wealth Management's iShares MSCI Switzerland ETF position peaked at $4.15K in Q4 2023.
  • 154 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.