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

Marks Group 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
2022 Q3	–	Sell	-7,879	Closed	-$327K	–	278
2022 Q2	$327K	Sell	7,879 -6,598	-46%	-$296K	0.05%	240
2022 Q1	$711K	Sell	14,477 -6,638	-31%	-$324K	0.09%	199
2021 Q4	$1.11M	Sell	21,115 -37,355	-64%	-$1.87M	0.14%	161
2021 Q3	$2.72M	Sell	58,470 -25,185	-30%	-$1.25M	0.37%	100
2021 Q2	$4.07M	Sell	83,655 -2,924	-3%	-$139K	0.56%	83
2021 Q1	$3.83M	Buy	86,579 +1,284	+2%	+$57.3K	0.57%	80
2020 Q4	$3.81M	Buy	85,295 +9,878	+13%	+$419K	0.59%	76
2020 Q3	$3.1M	Sell	75,417 -725	-1%	-$30K	0.56%	78
2020 Q2	$2.97M	Sell	76,142 -9,164	-11%	-$344K	0.6%	77
2020 Q1	$3.02M	Sell	85,306 -4,223	-5%	-$164K	0.78%	60
2019 Q4	$3.64M	Buy	+89,529	New	+$3.46M	0.72%	65

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 22.96% 1-Year Est. Return

BPC

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

Marks Group Wealth Management's EWL Position: Q3 2022 in Review

Marks Group Wealth Management sold out of iShares MSCI Switzerland ETF (EWL) in Q3 2022, closing a stake of 7,879 shares — an estimated $327K sold.

Marks Group Wealth Management first reported a position in EWL in Q4 2019 and held it in 11 quarters. The position peaked at $4.07M in Q2 2021. 137 funds tracked by Wall St. Rank hold EWL as of Q3 2022.

Marks Group Wealth Management reported no remaining iShares MSCI Switzerland ETF position as of Q3 2022 after selling out during the quarter.
Marks Group Wealth Management sold 7,879 iShares MSCI Switzerland ETF shares in Q3 2022, an estimated $327K.
Marks Group Wealth Management first reported a position in iShares MSCI Switzerland ETF in Q4 2019 and held it in 11 quarters.
Marks Group Wealth Management's iShares MSCI Switzerland ETF position peaked at $4.07M in Q2 2021.
137 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q3 2022.

Based on Marks Group Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.