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	$63K	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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

IHT Wealth Management's EWL Position: Q2 2018 in Review

IHT Wealth Management sold out of iShares MSCI Switzerland ETF (EWL) in Q2 2018, closing a stake of 341 shares — an estimated $12K sold.

IHT Wealth Management first reported a position in EWL in Q4 2016 and held it in 6 quarters. The position peaked at $63K in Q2 2017. 128 funds tracked by Wall St. Rank hold EWL as of Q2 2018.

IHT Wealth Management reported no remaining iShares MSCI Switzerland ETF position as of Q2 2018 after selling out during the quarter.
IHT Wealth Management sold 341 iShares MSCI Switzerland ETF shares in Q2 2018, an estimated $12K.
IHT Wealth Management first reported a position in iShares MSCI Switzerland ETF in Q4 2016 and held it in 6 quarters.
IHT Wealth Management's iShares MSCI Switzerland ETF position peaked at $63K in Q2 2017.
128 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.