Lee Financial’s iShares MSCI Switzerland ETF EWL Stock Holding History

Lee Financial’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
2024 Q1	–	Sell	-25	Closed	-$1.21K	–	385
2023 Q4	$1.21K	Hold	25	–	–	﹤0.01%	794
2023 Q3	$1.09K	Buy	+25	New	+$1.15K	﹤0.01%	767
2017 Q3	–	Sell	-5,000	Closed	-$172K	–	491
2017 Q2	$172K	Buy	+5,000	New	+$169K	0.06%	116

Other funds holding EWL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

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

Lee Financial's EWL Position: Q1 2024 in Review

Lee Financial sold out of iShares MSCI Switzerland ETF (EWL) in Q1 2024, closing a stake of 25 shares — an estimated $1.21K sold.

Lee Financial first reported a position in EWL in Q2 2017 and held it in 3 quarters. The position peaked at $172K in Q2 2017. 154 funds tracked by Wall St. Rank hold EWL as of Q1 2024.

Lee Financial reported no remaining iShares MSCI Switzerland ETF position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 25 iShares MSCI Switzerland ETF shares in Q1 2024, an estimated $1.21K.
Lee Financial first reported a position in iShares MSCI Switzerland ETF in Q2 2017 and held it in 3 quarters.
Lee Financial's iShares MSCI Switzerland ETF position peaked at $172K in Q2 2017.
154 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.