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

Liberty 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
2021
Q3 		– Sell
-160
Closed -$8K – 1188
2021
Q2 		$8K Buy
+160
New +$7.63K ﹤0.01% 700

Other funds holding EWL

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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Liberty Wealth Management's EWL Position: Q3 2021 in Review

Liberty Wealth Management sold out of iShares MSCI Switzerland ETF (EWL) in Q3 2021, closing a stake of 160 shares — an estimated $8K sold.

Liberty Wealth Management first reported a position in EWL in Q2 2021 and held it in 1 quarter. The position peaked at $8K in Q2 2021. 170 funds tracked by Wall St. Rank hold EWL as of Q3 2021.

  • Liberty Wealth Management reported no remaining iShares MSCI Switzerland ETF position as of Q3 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 160 iShares MSCI Switzerland ETF shares in Q3 2021, an estimated $8K.
  • Liberty Wealth Management first reported a position in iShares MSCI Switzerland ETF in Q2 2021 and held it in 1 quarter.
  • Liberty Wealth Management's iShares MSCI Switzerland ETF position peaked at $8K in Q2 2021.
  • 170 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q3 2021.

Based on Liberty Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.