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 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

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

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

1CP

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

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

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

Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Lenox Wealth Management's EWL Position: Q2 2020 in Review

Lenox Wealth Management increased its iShares MSCI Switzerland ETF (EWL) stake by 29% in Q2 2020, buying an estimated $7.85K and bringing the position to 924 shares worth $35K. The position accounts for 0.01% of the portfolio, ranked #296.

Lenox Wealth Management first reported a position in EWL in Q3 2018 and has held it in 7 quarters since. The position peaked at $114K in Q3 2019. 138 funds tracked by Wall St. Rank hold EWL as of Q2 2020.

Lenox Wealth Management held 924 shares of iShares MSCI Switzerland ETF worth $35K as of Q2 2020.
Lenox Wealth Management bought 209 iShares MSCI Switzerland ETF shares in Q2 2020, an estimated $7.85K.
iShares MSCI Switzerland ETF made up 0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #296 holding.
Lenox Wealth Management first reported a position in iShares MSCI Switzerland ETF in Q3 2018 and has held it in 7 quarters since.
Lenox Wealth Management's iShares MSCI Switzerland ETF position peaked at $114K in Q3 2019.
138 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.