Julex Capital Management’s iShares MSCI Switzerland ETF EWL Stock Holding History

Julex Capital 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
2019 Q3	$13K	Buy	338 +261	+339%	+$9.75K	0.03%	30
2019 Q2	$2K	Sell	77 -249	-76%	-$9.03K	﹤0.01%	70
2019 Q1	$11.5K	Buy	+326	New	+$11K	0.01%	36

Other funds holding EWL

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 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

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

Julex Capital Management's EWL Position: Q3 2019 in Review

Julex Capital Management increased its iShares MSCI Switzerland ETF (EWL) stake by 339% in Q3 2019, buying an estimated $9.75K and bringing the position to 338 shares worth $13K. The position accounts for 0.03% of the portfolio, ranked #30.

Julex Capital Management first reported a position in EWL in Q1 2019 and has held it in 3 quarters since. 137 funds tracked by Wall St. Rank hold EWL as of Q3 2019.

Julex Capital Management held 338 shares of iShares MSCI Switzerland ETF worth $13K as of Q3 2019.
Julex Capital Management bought 261 iShares MSCI Switzerland ETF shares in Q3 2019, an estimated $9.75K.
iShares MSCI Switzerland ETF made up 0.03% of Julex Capital Management's portfolio in Q3 2019, its #30 holding.
Julex Capital Management first reported a position in iShares MSCI Switzerland ETF in Q1 2019 and has held it in 3 quarters since.
137 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q3 2019.

Based on Julex Capital Management's 13F filing for Q3 2019, filed 18 Oct 2019.