Moisand Fitzgerald Tamayo’s iShares MSCI Switzerland ETF EWL Stock Holding History

Moisand Fitzgerald Tamayo’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	-1,163	Closed	-$48K	–	748
2022 Q2	$48K	Buy	1,163 +1,070	+1,151%	+$48.1K	0.01%	159
2022 Q1	$5K	Sell	93 -977	-91%	-$47.7K	﹤0.01%	256
2021 Q4	$56K	Hold	1,070	–	–	0.02%	146
2021 Q3	$50K	Hold	1,070	–	–	0.02%	151
2021 Q2	$52K	Buy	+1,070	New	+$51K	0.02%	150
2020 Q4	–	Sell	-161	Closed	-$7K	–	361
2020 Q3	$7K	Buy	+161	New	+$6.66K	﹤0.01%	216

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 22.9% 1-Year Est. Return

BPC

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

Moisand Fitzgerald Tamayo's EWL Position: Q3 2022 in Review

Moisand Fitzgerald Tamayo sold out of iShares MSCI Switzerland ETF (EWL) in Q3 2022, closing a stake of 1,163 shares — an estimated $48K sold.

Moisand Fitzgerald Tamayo first reported a position in EWL in Q3 2020 and held it in 6 quarters. The position peaked at $56K in Q4 2021. 137 funds tracked by Wall St. Rank hold EWL as of Q3 2022.

Moisand Fitzgerald Tamayo reported no remaining iShares MSCI Switzerland ETF position as of Q3 2022 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 1,163 iShares MSCI Switzerland ETF shares in Q3 2022, an estimated $48K.
Moisand Fitzgerald Tamayo first reported a position in iShares MSCI Switzerland ETF in Q3 2020 and held it in 6 quarters.
Moisand Fitzgerald Tamayo's iShares MSCI Switzerland ETF position peaked at $56K in Q4 2021.
137 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q3 2022.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q3 2022, filed 26 Oct 2022.