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McKinley Carter Wealth Services’s iShares MSCI Switzerland ETF EWL Stock Holding History

McKinley Carter Wealth Services’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
Q1 		– Sell
-6,503
Closed -$215K – 107
2013
Q4 		$215K Hold
6,503
– – 0.21% 103
2013
Q3 		$203K Buy
+6,503
New +$196K 0.24% 87

Other funds holding EWL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
DWA
Dorsey Wright & Associates Pasadena, California $590M AUM 77.57% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

McKinley Carter Wealth Services's EWL Position: Q1 2014 in Review

McKinley Carter Wealth Services sold out of iShares MSCI Switzerland ETF (EWL) in Q1 2014, closing a stake of 6,503 shares — an estimated $215K sold.

McKinley Carter Wealth Services first reported a position in EWL in Q3 2013 and held it in 2 quarters. The position peaked at $215K in Q4 2013. 111 funds tracked by Wall St. Rank hold EWL as of Q1 2014.

  • McKinley Carter Wealth Services reported no remaining iShares MSCI Switzerland ETF position as of Q1 2014 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 6,503 iShares MSCI Switzerland ETF shares in Q1 2014, an estimated $215K.
  • McKinley Carter Wealth Services first reported a position in iShares MSCI Switzerland ETF in Q3 2013 and held it in 2 quarters.
  • McKinley Carter Wealth Services's iShares MSCI Switzerland ETF position peaked at $215K in Q4 2013.
  • 111 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q1 2014.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2014, filed 2 May 2014.