Marotta Asset Management’s iShares MSCI Switzerland ETF EWL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $639K | Sell |
11,656
-1,254
| -10% | -$68.7K | 0.13% | 60 |
|
|
2025
Q1 | $673K | Buy |
12,910
+858
| +7% | +$44.7K | 0.13% | 64 |
|
|
2024
Q4 | $553K | Sell |
12,052
-858
| -7% | -$39.3K | 0.12% | 67 |
|
|
2024
Q3 | $673K | Buy |
12,910
+360
| +3% | +$18.8K | 0.13% | 64 |
|
|
2024
Q2 | $604K | Sell |
12,550
-328
| -3% | -$15.8K | 0.12% | 66 |
|
|
2024
Q1 | $613K | Sell |
12,878
-1,167
| -8% | -$55.5K | 0.13% | 62 |
|
|
2023
Q4 | $678K | Sell |
14,045
-1,960
| -12% | -$94.6K | 0.15% | 60 |
|
|
2023
Q3 | $697K | Sell |
16,005
-39
| -0.2% | -$1.7K | 0.16% | 59 |
|
|
2023
Q2 | $741K | Buy |
+16,044
| New | +$741K | 0.17% | 57 |
|
|
2022
Q4 | $679K | Sell |
16,195
-509
| -3% | -$21.3K | 0.16% | 59 |
|
|
2022
Q3 | $626K | Sell |
16,704
-7,668
| -31% | -$287K | 0.16% | 55 |
|
|
2022
Q2 | $1.01M | Sell |
24,372
-7,141
| -23% | -$297K | 0.25% | 49 |
|
|
2022
Q1 | $1.55M | Sell |
31,513
-7,222
| -19% | -$355K | 0.36% | 39 |
|
|
2021
Q4 | $2.04M | Sell |
38,735
-2,837
| -7% | -$150K | 0.46% | 37 |
|
|
2021
Q3 | $1.94M | Sell |
41,572
-1,133
| -3% | -$52.8K | 0.47% | 37 |
|
|
2021
Q2 | $2.08M | Sell |
42,705
-817
| -2% | -$39.9K | 0.5% | 36 |
|
|
2021
Q1 | $1.96M | Sell |
43,522
-12,022
| -22% | -$540K | 0.5% | 35 |
|
|
2020
Q4 | $2.48M | Sell |
55,544
-1,512
| -3% | -$67.6K | 0.65% | 33 |
|
|
2020
Q3 | $2.34M | Sell |
57,056
-10,122
| -15% | -$416K | 0.71% | 36 |
|
|
2020
Q2 | $2.62M | Sell |
67,178
-27,169
| -29% | -$1.06M | 0.84% | 32 |
|
|
2020
Q1 | $3.25M | Sell |
94,347
-22,173
| -19% | -$765K | 1.25% | 26 |
|
|
2019
Q4 | $4.75M | Buy |
+116,520
| New | +$4.75M | 1.45% | 20 |
|