Magnus Financial Group’s iShares MSCI Switzerland ETF EWL Stock Holding History

Magnus Financial Group’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
2022 Q3	–	Sell	-6,940	Closed	-$288K	–	263
2022 Q2	$288K	Sell	6,940 -150	-2%	-$6.74K	0.05%	215
2022 Q1	$348K	Sell	7,090 -60	-0.8%	-$2.93K	0.06%	207
2021 Q4	$377K	Buy	7,150 +45	+0.6%	+$2.25K	0.07%	169
2021 Q3	$331K	Buy	7,105 +190	+3%	+$9.43K	0.07%	177
2021 Q2	$336K	Buy	6,915 +905	+15%	+$43.2K	0.07%	173
2021 Q1	$266K	Buy	+6,010	New	+$268K	0.06%	184

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

1CP

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

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

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Magnus Financial Group's EWL Position: Q3 2022 in Review

Magnus Financial Group sold out of iShares MSCI Switzerland ETF (EWL) in Q3 2022, closing a stake of 6,940 shares — an estimated $288K sold.

Magnus Financial Group first reported a position in EWL in Q1 2021 and held it in 6 quarters. The position peaked at $377K in Q4 2021. 137 funds tracked by Wall St. Rank hold EWL as of Q3 2022.

Magnus Financial Group reported no remaining iShares MSCI Switzerland ETF position as of Q3 2022 after selling out during the quarter.
Magnus Financial Group sold 6,940 iShares MSCI Switzerland ETF shares in Q3 2022, an estimated $288K.
Magnus Financial Group first reported a position in iShares MSCI Switzerland ETF in Q1 2021 and held it in 6 quarters.
Magnus Financial Group's iShares MSCI Switzerland ETF position peaked at $377K in Q4 2021.
137 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q3 2022.

Based on Magnus Financial Group's 13F filing for Q3 2022, filed 9 Nov 2022.