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Keebeck Wealth Management’s iShares MSCI Switzerland ETF EWL Stock Holding History

Keebeck Wealth 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
2020
Q3 		– Sell
-1,998
Closed -$77K – 244
2020
Q2 		$77K Sell
1,998
-13,395
-87% -$503K 0.02% 193
2020
Q1 		$544K Sell
15,393
-105
-0.7% -$4.08K 0.23% 87
2019
Q4 		$629K Buy
+15,498
New +$598K 0.2% 86

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Keebeck Wealth Management's EWL Position: Q3 2020 in Review

Keebeck Wealth Management sold out of iShares MSCI Switzerland ETF (EWL) in Q3 2020, closing a stake of 1,998 shares — an estimated $77K sold.

Keebeck Wealth Management first reported a position in EWL in Q4 2019 and held it in 3 quarters. The position peaked at $629K in Q4 2019. 138 funds tracked by Wall St. Rank hold EWL as of Q3 2020.

  • Keebeck Wealth Management reported no remaining iShares MSCI Switzerland ETF position as of Q3 2020 after selling out during the quarter.
  • Keebeck Wealth Management sold 1,998 iShares MSCI Switzerland ETF shares in Q3 2020, an estimated $77K.
  • Keebeck Wealth Management first reported a position in iShares MSCI Switzerland ETF in Q4 2019 and held it in 3 quarters.
  • Keebeck Wealth Management's iShares MSCI Switzerland ETF position peaked at $629K in Q4 2019.
  • 138 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q3 2020.

Based on Keebeck Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.