MG
EWL icon

MilWealth Group’s iShares MSCI Switzerland ETF EWL Stock Holding History

MilWealth Group’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
Q1 		– Sell
-181
Closed -$9.54K – 111
2021
Q4 		$9.54K Hold
181
– – ﹤0.01% 81
2021
Q3 		$8.43K Buy
+181
New +$8.99K ﹤0.01% 85

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
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

MilWealth Group's EWL Position: Q1 2022 in Review

MilWealth Group sold out of iShares MSCI Switzerland ETF (EWL) in Q1 2022, closing a stake of 181 shares — an estimated $9.54K sold.

MilWealth Group first reported a position in EWL in Q3 2021 and held it in 2 quarters. The position peaked at $9.54K in Q4 2021. 156 funds tracked by Wall St. Rank hold EWL as of Q1 2022.

  • MilWealth Group reported no remaining iShares MSCI Switzerland ETF position as of Q1 2022 after selling out during the quarter.
  • MilWealth Group sold 181 iShares MSCI Switzerland ETF shares in Q1 2022, an estimated $9.54K.
  • MilWealth Group first reported a position in iShares MSCI Switzerland ETF in Q3 2021 and held it in 2 quarters.
  • MilWealth Group's iShares MSCI Switzerland ETF position peaked at $9.54K in Q4 2021.
  • 156 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q1 2022.

Based on MilWealth Group's 13F filing for Q1 2022, filed 9 May 2023.