LWP
EWL icon

Lumature Wealth Partners’s iShares MSCI Switzerland ETF EWL Stock Holding History

Lumature Wealth Partners’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
Q4 		– Sell
-113
Closed -$5K – 400
2021
Q3 		$5K Hold
113
– – ﹤0.01% 372
2021
Q2 		$5K Hold
113
– – ﹤0.01% 324
2021
Q1 		$5K Buy
+113
New +$5.04K ﹤0.01% 317

Other funds holding EWL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lumature Wealth Partners's EWL Position: Q4 2021 in Review

Lumature Wealth Partners sold out of iShares MSCI Switzerland ETF (EWL) in Q4 2021, closing a stake of 113 shares — an estimated $5K sold.

Lumature Wealth Partners first reported a position in EWL in Q1 2021 and held it in 3 quarters. The position peaked at $5K in Q3 2021. 181 funds tracked by Wall St. Rank hold EWL as of Q4 2021.

  • Lumature Wealth Partners reported no remaining iShares MSCI Switzerland ETF position as of Q4 2021 after selling out during the quarter.
  • Lumature Wealth Partners sold 113 iShares MSCI Switzerland ETF shares in Q4 2021, an estimated $5K.
  • Lumature Wealth Partners first reported a position in iShares MSCI Switzerland ETF in Q1 2021 and held it in 3 quarters.
  • Lumature Wealth Partners's iShares MSCI Switzerland ETF position peaked at $5K in Q3 2021.
  • 181 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q4 2021.

Based on Lumature Wealth Partners's 13F filing for Q4 2021, filed 10 Feb 2022.