Legacy Capital Group California’s iShares MSCI Switzerland ETF EWL Stock Holding History

Legacy Capital Group California’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 Q2	–	Sell	-15,076	Closed	-$718K	–	320
2024 Q1	$718K	Sell	15,076 -485	-3%	-$23K	0.26%	129
2023 Q4	$751K	Buy	15,561 +938	+6%	+$41.8K	0.29%	107
2023 Q3	$637K	Sell	14,623 -866	-6%	-$39.8K	0.27%	108
2023 Q2	$716K	Buy	15,489 +7,089	+84%	+$333K	0.29%	96
2023 Q1	$381K	Buy	+8,400	New	+$371K	0.19%	162

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

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

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 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

Legacy Capital Group California's EWL Position: Q2 2024 in Review

Legacy Capital Group California sold out of iShares MSCI Switzerland ETF (EWL) in Q2 2024, closing a stake of 15,076 shares — an estimated $718K sold.

Legacy Capital Group California first reported a position in EWL in Q1 2023 and held it in 5 quarters. The position peaked at $751K in Q4 2023. 154 funds tracked by Wall St. Rank hold EWL as of Q2 2024.

Legacy Capital Group California reported no remaining iShares MSCI Switzerland ETF position as of Q2 2024 after selling out during the quarter.
Legacy Capital Group California sold 15,076 iShares MSCI Switzerland ETF shares in Q2 2024, an estimated $718K.
Legacy Capital Group California first reported a position in iShares MSCI Switzerland ETF in Q1 2023 and held it in 5 quarters.
Legacy Capital Group California's iShares MSCI Switzerland ETF position peaked at $751K in Q4 2023.
154 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q2 2024.

Based on Legacy Capital Group California's 13F filing for Q2 2024, filed 22 Jul 2024.