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Marvin & Palmer Associates’s iShares MSCI Switzerland ETF EWL Stock Holding History

Marvin & Palmer Associates’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
2023
Q4 		– Sell
-17,894
Closed -$780K – 36
2023
Q3 		$780K Sell
17,894
-33,301
-65% -$1.53M 0.51% 25
2023
Q2 		$2.37M Buy
+51,195
New +$2.41M 1.07% 22

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AssetMark Inc
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TD Asset Management
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Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Marvin & Palmer Associates's EWL Position: Q4 2023 in Review

Marvin & Palmer Associates sold out of iShares MSCI Switzerland ETF (EWL) in Q4 2023, closing a stake of 17,894 shares — an estimated $780K sold.

Marvin & Palmer Associates first reported a position in EWL in Q2 2023 and held it in 2 quarters. The position peaked at $2.37M in Q2 2023. 164 funds tracked by Wall St. Rank hold EWL as of Q4 2023.

  • Marvin & Palmer Associates reported no remaining iShares MSCI Switzerland ETF position as of Q4 2023 after selling out during the quarter.
  • Marvin & Palmer Associates sold 17,894 iShares MSCI Switzerland ETF shares in Q4 2023, an estimated $780K.
  • Marvin & Palmer Associates first reported a position in iShares MSCI Switzerland ETF in Q2 2023 and held it in 2 quarters.
  • Marvin & Palmer Associates's iShares MSCI Switzerland ETF position peaked at $2.37M in Q2 2023.
  • 164 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q4 2023.

Based on Marvin & Palmer Associates's 13F filing for Q4 2023, filed 13 Feb 2024.