Little House Capital’s iShares MSCI Switzerland ETF EWL Stock Holding History

Little House Capital’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 Q1	–	Sell	-5,734	Closed	-$233K	–	90
2019 Q4	$233K	Sell	5,734 -15,587	-73%	-$602K	0.2%	87
2019 Q3	$804K	Buy	21,321 +1	+0%	+$37	0.61%	58
2019 Q2	$803K	Sell	21,320 -86	-0.4%	-$3.12K	0.54%	63
2019 Q1	$757K	Sell	21,406 -581	-3%	-$19.7K	0.57%	62
2018 Q4	$693K	Buy	+21,987	New	+$718K	0.67%	57

Other funds holding EWL

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Little House Capital's EWL Position: Q1 2020 in Review

Little House Capital sold out of iShares MSCI Switzerland ETF (EWL) in Q1 2020, closing a stake of 5,734 shares — an estimated $233K sold.

Little House Capital first reported a position in EWL in Q4 2018 and held it in 5 quarters. The position peaked at $804K in Q3 2019. 132 funds tracked by Wall St. Rank hold EWL as of Q1 2020.

Little House Capital reported no remaining iShares MSCI Switzerland ETF position as of Q1 2020 after selling out during the quarter.
Little House Capital sold 5,734 iShares MSCI Switzerland ETF shares in Q1 2020, an estimated $233K.
Little House Capital first reported a position in iShares MSCI Switzerland ETF in Q4 2018 and held it in 5 quarters.
Little House Capital's iShares MSCI Switzerland ETF position peaked at $804K in Q3 2019.
132 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q1 2020.

Based on Little House Capital's 13F filing for Q1 2020, filed 15 May 2020.