Level Four Advisory Services’s iShares MSCI Switzerland ETF EWL Stock Holding History

Level Four Advisory Services’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
2018 Q1	–	Sell	-61,407	Closed	-$2.19M	–	538
2017 Q4	$2.19M	Hold	61,407	–	–	0.17%	118
2017 Q3	$2.15M	Buy	+61,407	New	+$2.12M	0.19%	104
2017 Q2	–	Sell	-61,430	Closed	-$1.96M	–	479
2017 Q1	$1.96M	Buy	61,430 +156	+0.3%	+$4.84K	0.2%	105
2016 Q4	$1.8M	Buy	+61,274	New	+$1.79M	0.23%	87

Other funds holding EWL

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

1CP

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

VSWA

Vontobel Swiss Wealth Advisors Zurich, Switzerland $195M AUM 43.77% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Level Four Advisory Services's EWL Position: Q1 2018 in Review

Level Four Advisory Services sold out of iShares MSCI Switzerland ETF (EWL) in Q1 2018, closing a stake of 61,407 shares — an estimated $2.19M sold.

Level Four Advisory Services first reported a position in EWL in Q4 2016 and held it in 4 quarters. The position peaked at $2.19M in Q4 2017. 148 funds tracked by Wall St. Rank hold EWL as of Q1 2018.

Level Four Advisory Services reported no remaining iShares MSCI Switzerland ETF position as of Q1 2018 after selling out during the quarter.
Level Four Advisory Services sold 61,407 iShares MSCI Switzerland ETF shares in Q1 2018, an estimated $2.19M.
Level Four Advisory Services first reported a position in iShares MSCI Switzerland ETF in Q4 2016 and held it in 4 quarters.
Level Four Advisory Services's iShares MSCI Switzerland ETF position peaked at $2.19M in Q4 2017.
148 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q1 2018.

Based on Level Four Advisory Services's 13F filing for Q1 2018, filed 14 May 2018.