Kore Private Wealth’s iShares MSCI Switzerland ETF EWL Stock Holding History

Kore Private Wealth’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
2021 Q4	–	Sell	-21,157	Closed	-$985K	–	359
2021 Q3	$985K	Buy	21,157 +1,241	+6%	+$61.6K	0.1%	151
2021 Q2	$969K	Buy	19,916 +1,832	+10%	+$87.4K	0.11%	141
2021 Q1	$799K	Buy	18,084 +9,853	+120%	+$440K	0.11%	131
2020 Q4	$368K	Sell	8,231 -4,231	-34%	-$180K	0.06%	203
2020 Q3	$512K	Buy	12,462 +5,523	+80%	+$228K	0.1%	133
2020 Q2	$270K	Buy	6,939 +2,803	+68%	+$105K	0.06%	192
2020 Q1	$146K	Buy	4,136 +3,209	+346%	+$125K	0.03%	248
2019 Q4	$38K	Buy	+927	New	+$35.8K	0.01%	519
2019 Q1	–	Sell	-7,559	Closed	-$238K	–	920
2018 Q4	$238K	Buy	+7,559	New	+$247K	0.07%	182

Other funds holding EWL

Bank of America

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return