IWM
EWL icon

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

IHT 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
2018
Q2 		– Sell
-341
Closed -$12K – 720
2018
Q1 		$12K Sell
341
-52
-13% -$1.85K ﹤0.01% 1124
2017
Q4 		$14K Sell
393
-71
-15% -$2.47K ﹤0.01% 1088
2017
Q3 		$16K Buy
464
+299
+181% +$10.3K 0.01% 835
2017
Q2 		$63 Hold
165
– – 0.03% 455
2017
Q1 		$5K Sell
165
-299
-64% -$9.28K ﹤0.01% 948
2016
Q4 		$14K Buy
+464
New +$13.5K 0.01% 727

Other funds holding EWL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return