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James Investment Research’s iShares MSCI Switzerland ETF EWL Stock Holding History

James Investment Research’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
Q1 		– Sell
-5,302
Closed -$280K – 518
2021
Q4 		$280K Sell
5,302
-2,107
-28% -$106K 0.03% 247
2021
Q3 		$345K Buy
7,409
+3,433
+86% +$170K 0.03% 225
2021
Q2 		$193K Buy
+3,976
New +$190K 0.02% 293
2020
Q2 		– Sell
-500
Closed -$18K – 461
2020
Q1 		$18K Hold
500
– – ﹤0.01% 367
2019
Q4 		$20K Hold
500
– – ﹤0.01% 431
2019
Q3 		$19K Hold
500
– – ﹤0.01% 474
2019
Q2 		$19K Hold
500
– – ﹤0.01% 562
2019
Q1 		$18K Hold
500
– – ﹤0.01% 704
2018
Q4 		$16K Sell
500
-500
-50% -$16.3K ﹤0.01% 715
2018
Q3 		$35K Hold
1,000
– – ﹤0.01% 711
2018
Q2 		$33K Sell
1,000
-5,900
-86% -$200K ﹤0.01% 713
2018
Q1 		$237K Buy
+6,900
New +$245K 0.01% 559
2016
Q3 		– Sell
-1,100
Closed -$33K – 563
2016
Q2 		$33K Sell
1,100
-50,820
-98% -$1.53M ﹤0.01% 382
2016
Q1 		$1.54M Sell
51,920
-400
-0.8% -$11.6K 0.04% 202
2015
Q4 		$1.62M Hold
52,320
– – 0.04% 197
2015
Q3 		$1.6M Hold
52,320
– – 0.04% 185
2015
Q2 		$1.71M Sell
52,320
-22,934
-30% -$798K 0.04% 201
2015
Q1 		$2.5M Buy
75,254
+5,980
+9% +$195K 0.06% 179
2014
Q4 		$2.19M Sell
69,274
-37,243
-35% -$1.2M 0.06% 183
2014
Q3 		$3.46M Sell
106,517
-1,270
-1% -$42.5K 0.11% 148
2014
Q2 		$3.7M Buy
107,787
+640
+0.6% +$22.3K 0.12% 143
2014
Q1 		$3.68M Buy
107,147
+10,230
+11% +$340K 0.12% 144
2013
Q4 		$3.2M Buy
96,917
+4,090
+4% +$130K 0.1% 158
2013
Q3 		$2.9M Buy
92,827
+529
+0.6% +$16K 0.11% 152
2013
Q2 		$2.64M Buy
+92,298
New +$2.76M 0.11% 139

Other funds holding EWL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

James Investment Research's EWL Position: Q1 2022 in Review

James Investment Research sold out of iShares MSCI Switzerland ETF (EWL) in Q1 2022, closing a stake of 5,302 shares — an estimated $280K sold.

James Investment Research first reported a position in EWL in Q2 2013 and held it in 25 quarters. The position peaked at $3.7M in Q2 2014. 156 funds tracked by Wall St. Rank hold EWL as of Q1 2022.

  • James Investment Research reported no remaining iShares MSCI Switzerland ETF position as of Q1 2022 after selling out during the quarter.
  • James Investment Research sold 5,302 iShares MSCI Switzerland ETF shares in Q1 2022, an estimated $280K.
  • James Investment Research first reported a position in iShares MSCI Switzerland ETF in Q2 2013 and held it in 25 quarters.
  • James Investment Research's iShares MSCI Switzerland ETF position peaked at $3.7M in Q2 2014.
  • 156 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q1 2022.

Based on James Investment Research's 13F filing for Q1 2022, filed 22 Apr 2022.