Kanaly Trust’s iShares MSCI Switzerland ETF EWL Stock Holding History

Kanaly Trust’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
2016 Q4	$2K	Hold	77	–	–	﹤0.01%	800
2016 Q3	$2K	Hold	77	–	–	﹤0.01%	779
2016 Q2	$2K	Hold	77	–	–	﹤0.01%	769
2016 Q1	$2K	Hold	77	–	–	﹤0.01%	766
2015 Q4	$2K	Hold	77	–	–	﹤0.01%	788
2015 Q3	$2K	Hold	77	–	–	﹤0.01%	765
2015 Q2	$3K	Hold	77	–	–	﹤0.01%	711
2015 Q1	$3K	Hold	77	–	–	﹤0.01%	556
2014 Q4	$2K	Hold	77	–	–	﹤0.01%	621
2014 Q3	$3K	Hold	77	–	–	﹤0.01%	608
2014 Q2	$3K	Buy	+77	New	+$2.69K	﹤0.01%	586

Other funds holding EWL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

VSWA

Vontobel Swiss Wealth Advisors Zurich, Switzerland $195M AUM 43.77% 1-Year Est. Return

Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return

Kanaly Trust's EWL Position: Q4 2016 in Review

Kanaly Trust held its iShares MSCI Switzerland ETF (EWL) position steady in Q4 2016 at 77 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #800.

Kanaly Trust first reported a position in EWL in Q2 2014 and has held it in 11 quarters since. The position peaked at $3K in Q2 2015. 134 funds tracked by Wall St. Rank hold EWL as of Q4 2016.

Kanaly Trust held 77 shares of iShares MSCI Switzerland ETF worth $2K as of Q4 2016.
Kanaly Trust left its iShares MSCI Switzerland ETF share count unchanged in Q4 2016.
iShares MSCI Switzerland ETF made up ﹤0.01% of Kanaly Trust's portfolio in Q4 2016, its #800 holding.
Kanaly Trust first reported a position in iShares MSCI Switzerland ETF in Q2 2014 and has held it in 11 quarters since.
Kanaly Trust's iShares MSCI Switzerland ETF position peaked at $3K in Q2 2015.
134 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.