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 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

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Kore Private Wealth's EWL Position: Q4 2021 in Review

Kore Private Wealth sold out of iShares MSCI Switzerland ETF (EWL) in Q4 2021, closing a stake of 21,157 shares — an estimated $985K sold.

Kore Private Wealth first reported a position in EWL in Q4 2018 and held it in 9 quarters. The position peaked at $985K in Q3 2021. 181 funds tracked by Wall St. Rank hold EWL as of Q4 2021.

Kore Private Wealth reported no remaining iShares MSCI Switzerland ETF position as of Q4 2021 after selling out during the quarter.
Kore Private Wealth sold 21,157 iShares MSCI Switzerland ETF shares in Q4 2021, an estimated $985K.
Kore Private Wealth first reported a position in iShares MSCI Switzerland ETF in Q4 2018 and held it in 9 quarters.
Kore Private Wealth's iShares MSCI Switzerland ETF position peaked at $985K in Q3 2021.
181 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q4 2021.

Based on Kore Private Wealth's 13F filing for Q4 2021, filed 11 Feb 2022.