Kalos Management’s iShares MSCI Switzerland ETF EWL Stock Holding History

Kalos 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
2022 Q1	–	Sell	-8,571	Closed	-$435K	–	225
2021 Q4	$435K	Buy	8,571 +485	+6%	+$24.3K	0.12%	173
2021 Q3	$411K	Sell	8,086 -655	-7%	-$32.5K	0.12%	174
2021 Q2	$438K	Buy	8,741 +1,968	+29%	+$93.9K	0.18%	147
2021 Q1	$315K	Buy	6,773 +736	+12%	+$32.9K	0.1%	213
2020 Q4	$272K	Buy	6,037 +251	+4%	+$10.7K	0.12%	199
2020 Q3	$243K	Sell	5,786 -310	-5%	-$12.8K	0.11%	195
2020 Q2	$248K	Buy	+6,096	New	+$229K	0.1%	174

Other funds holding EWL

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

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 Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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

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

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

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

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Kalos Management's EWL Position: Q1 2022 in Review

Kalos Management sold out of iShares MSCI Switzerland ETF (EWL) in Q1 2022, closing a stake of 8,571 shares — an estimated $435K sold.

Kalos Management first reported a position in EWL in Q2 2020 and held it in 7 quarters. The position peaked at $438K in Q2 2021. 156 funds tracked by Wall St. Rank hold EWL as of Q1 2022.

Kalos Management reported no remaining iShares MSCI Switzerland ETF position as of Q1 2022 after selling out during the quarter.
Kalos Management sold 8,571 iShares MSCI Switzerland ETF shares in Q1 2022, an estimated $435K.
Kalos Management first reported a position in iShares MSCI Switzerland ETF in Q2 2020 and held it in 7 quarters.
Kalos Management's iShares MSCI Switzerland ETF position peaked at $438K in Q2 2021.
156 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q1 2022.

Based on Kalos Management's 13F filing for Q1 2022, filed 21 Jun 2022.