Legacy Bridge’s iShares MSCI Switzerland ETF EWL Stock Holding History

Legacy Bridge’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
2022 Q4	–	Sell	-1,650	Closed	-$62K	–	304
2022 Q3	$62K	Hold	1,650	–	–	0.05%	178
2022 Q2	$69K	Hold	1,650	–	–	0.05%	182
2022 Q1	$81K	Hold	1,650	–	–	0.05%	188
2021 Q4	$87K	Hold	1,650	–	–	0.05%	190
2021 Q3	$77K	Hold	1,650	–	–	0.04%	188
2021 Q2	$80K	Hold	1,650	–	–	0.05%	184
2021 Q1	$73K	Hold	1,650	–	–	0.05%	182
2020 Q4	$74K	Hold	1,650	–	–	0.05%	176
2020 Q3	$68K	Hold	1,650	–	–	0.06%	167
2020 Q2	$64K	Hold	1,650	–	–	0.07%	166
2020 Q1	$58K	Hold	1,650	–	–	0.07%	163
2019 Q4	$67K	Hold	1,650	–	–	0.06%	177
2019 Q3	$62K	Hold	1,650	–	–	0.06%	173
2019 Q2	$62K	Hold	1,650	–	–	0.06%	171
2019 Q1	$58K	Hold	1,650	–	–	0.06%	168
2018 Q4	$52K	Buy	+1,650	New	+$53.9K	0.06%	163

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

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

Jane Street New York $1.21T AUM 78.12% 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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

Legacy Bridge's EWL Position: Q4 2022 in Review

Legacy Bridge sold out of iShares MSCI Switzerland ETF (EWL) in Q4 2022, closing a stake of 1,650 shares — an estimated $62K sold.

Legacy Bridge first reported a position in EWL in Q4 2018 and held it in 16 quarters. The position peaked at $87K in Q4 2021. 154 funds tracked by Wall St. Rank hold EWL as of Q4 2022.

Legacy Bridge reported no remaining iShares MSCI Switzerland ETF position as of Q4 2022 after selling out during the quarter.
Legacy Bridge sold 1,650 iShares MSCI Switzerland ETF shares in Q4 2022, an estimated $62K.
Legacy Bridge first reported a position in iShares MSCI Switzerland ETF in Q4 2018 and held it in 16 quarters.
Legacy Bridge's iShares MSCI Switzerland ETF position peaked at $87K in Q4 2021.
154 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q4 2022.

Based on Legacy Bridge's 13F filing for Q4 2022, filed 11 Jan 2023.