LWM
EWL icon

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

Lenox Wealth Management’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
2020
Q2 		$35K Buy
924
+209
+29% +$7.85K 0.01% 296
2020
Q1 		$25K Sell
715
-1,772
-71% -$68.9K 0.01% 310
2019
Q4 		$101K Sell
2,487
-539
-18% -$20.8K 0.03% 217
2019
Q3 		$114K Buy
3,026
+994
+49% +$37.1K 0.03% 194
2019
Q2 		$76K Sell
2,032
-33
-2% -$1.2K 0.02% 212
2019
Q1 		$73K Buy
+2,065
New +$69.8K 0.02% 210
2018
Q4 		– Sell
-678
Closed -$10K – 654
2018
Q3 		$10K Buy
+678
New +$23.2K ﹤0.01% 412

Other funds holding EWL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return