Marcuard Family Office’s iShares MSCI Switzerland ETF EWL Stock Holding History

Marcuard Family Office’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
2014 Q3	$466K	Hold	15,000	–	–	1%	19
2014 Q2	$457K	Hold	15,000	–	–	1.03%	17
2014 Q1	$515K	Sell	15,000 -4,000	-21%	-$133K	1.25%	16
2013 Q4	$627K	Sell	19,000 -620	-3%	-$19.8K	1.35%	20
2013 Q3	$614K	Hold	19,620	–	–	1.17%	25
2013 Q2	$562K	Buy	+19,620	New	+$586K	0.9%	26

Other funds holding EWL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return

Marcuard Family Office's EWL Position: Q3 2014 in Review

Marcuard Family Office held its iShares MSCI Switzerland ETF (EWL) position steady in Q3 2014 at 15,000 shares worth $466K. The position accounts for 1% of the portfolio, ranked #19.

Marcuard Family Office first reported a position in EWL in Q2 2013 and has held it in 6 quarters since. The position peaked at $627K in Q4 2013. 125 funds tracked by Wall St. Rank hold EWL as of Q3 2014.

Marcuard Family Office held 15,000 shares of iShares MSCI Switzerland ETF worth $466K as of Q3 2014.
Marcuard Family Office left its iShares MSCI Switzerland ETF share count unchanged in Q3 2014.
iShares MSCI Switzerland ETF made up 1% of Marcuard Family Office's portfolio in Q3 2014, its #19 holding.
Marcuard Family Office first reported a position in iShares MSCI Switzerland ETF in Q2 2013 and has held it in 6 quarters since.
Marcuard Family Office's iShares MSCI Switzerland ETF position peaked at $627K in Q4 2013.
125 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q3 2014.

Based on Marcuard Family Office's 13F filing for Q3 2014, filed 16 Oct 2014.