Lenox Wealth Advisors’s iShares MSCI Switzerland ETF EWL Stock Holding History

Lenox Wealth Advisors’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 Q1	$1K	Hold	27	–	–	﹤0.01%	705
2021 Q4	$1K	Hold	27	–	–	﹤0.01%	834
2021 Q3	$1K	Hold	27	–	–	﹤0.01%	668
2021 Q2	$1K	Hold	27	–	–	﹤0.01%	667
2021 Q1	$1K	Hold	27	–	–	﹤0.01%	649
2020 Q4	$1K	Hold	27	–	–	﹤0.01%	595
2020 Q3	$1K	Hold	27	–	–	﹤0.01%	548
2020 Q2	$1K	Hold	27	–	–	﹤0.01%	553
2020 Q1	$1K	Hold	27	–	–	﹤0.01%	677
2019 Q4	$1K	Hold	27	–	–	﹤0.01%	672
2019 Q3	$1K	Hold	27	–	–	﹤0.01%	569
2019 Q2	$1K	Hold	27	–	–	﹤0.01%	383
2019 Q1	$1K	Hold	27	–	–	﹤0.01%	584
2018 Q4	$1K	Hold	27	–	–	﹤0.01%	360
2018 Q3	$1K	Hold	27	–	–	﹤0.01%	389
2018 Q2	$1K	Hold	27	–	–	﹤0.01%	514
2018 Q1	$1K	Buy	+27	New	+$961	﹤0.01%	505

Other funds holding EWL

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

1CP

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Lenox Wealth Advisors's EWL Position: Q1 2022 in Review

Lenox Wealth Advisors held its iShares MSCI Switzerland ETF (EWL) position steady in Q1 2022 at 27 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #705.

Lenox Wealth Advisors first reported a position in EWL in Q1 2018 and has held it in 17 quarters since. 156 funds tracked by Wall St. Rank hold EWL as of Q1 2022.

Lenox Wealth Advisors held 27 shares of iShares MSCI Switzerland ETF worth $1K as of Q1 2022.
Lenox Wealth Advisors left its iShares MSCI Switzerland ETF share count unchanged in Q1 2022.
iShares MSCI Switzerland ETF made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #705 holding.
Lenox Wealth Advisors first reported a position in iShares MSCI Switzerland ETF in Q1 2018 and has held it in 17 quarters since.
156 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.