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JFS Wealth Advisors’s iShares MSCI Switzerland ETF EWL Stock Holding History

JFS Wealth Advisors’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
2020
Q4 		– Sell
-52
Closed -$2K – 591
2020
Q3 		$2K Buy
+52
New +$2.15K ﹤0.01% 513

Other funds holding EWL

Bank of America
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

JFS Wealth Advisors's EWL Position: Q4 2020 in Review

JFS Wealth Advisors sold out of iShares MSCI Switzerland ETF (EWL) in Q4 2020, closing a stake of 52 shares — an estimated $2K sold.

JFS Wealth Advisors first reported a position in EWL in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 136 funds tracked by Wall St. Rank hold EWL as of Q4 2020.

  • JFS Wealth Advisors reported no remaining iShares MSCI Switzerland ETF position as of Q4 2020 after selling out during the quarter.
  • JFS Wealth Advisors sold 52 iShares MSCI Switzerland ETF shares in Q4 2020, an estimated $2K.
  • JFS Wealth Advisors first reported a position in iShares MSCI Switzerland ETF in Q3 2020 and held it in 1 quarter.
  • JFS Wealth Advisors's iShares MSCI Switzerland ETF position peaked at $2K in Q3 2020.
  • 136 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q4 2020.

Based on JFS Wealth Advisors's 13F filing for Q4 2020, filed 1 Feb 2021.