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MSI Financial Services’s iShares MSCI Switzerland ETF EWL Stock Holding History

MSI Financial 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
2016
Q4 		$147K Sell
4,984
-694
-12% -$20.2K ﹤0.01% 1250
2016
Q3 		$173K Sell
5,678
-402
-7% -$12.2K 0.01% 1131
2016
Q2 		$180K Sell
6,080
-680
-10% -$20.5K 0.01% 1084
2016
Q1 		$201K Sell
6,760
-341
-5% -$9.91K 0.01% 979
2015
Q4 		$220K Buy
7,101
+6,060
+582% +$190K 0.01% 896
2015
Q3 		$32K Buy
1,041
+37
+4% +$1.21K ﹤0.01% 1443
2015
Q2 		$33K Sell
1,004
-637
-39% -$22.2K ﹤0.01% 1533
2015
Q1 		$54K Buy
1,641
+538
+49% +$17.6K ﹤0.01% 1289
2014
Q4 		$35K Sell
1,103
-33,875
-97% -$1.09M ﹤0.01% 1236
2014
Q3 		$1.14M Hold
34,978
– – 0.14% 181
2014
Q2 		$1.2M Buy
34,978
+97
+0.3% +$3.38K 0.16% 162
2014
Q1 		$1.2M Buy
34,881
+33,800
+3,127% +$1.12M 0.17% 152
2013
Q4 		$36K Buy
1,081
+615
+132% +$19.6K 0.01% 1136
2013
Q3 		$15K Sell
466
-100
-18% -$3.02K ﹤0.01% 1310
2013
Q2 		$16K Buy
+566
New +$16.9K ﹤0.01% 1338

Other funds holding EWL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
VSWA
Vontobel Swiss Wealth Advisors Zurich, Switzerland $195M AUM 43.77% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return

MSI Financial Services's EWL Position: Q4 2016 in Review

MSI Financial Services reduced its iShares MSCI Switzerland ETF (EWL) stake by 12% in Q4 2016, selling an estimated $20.2K and leaving 4,984 shares worth $147K. The position accounts for ﹤0.01% of the portfolio, ranked #1250.

MSI Financial Services first reported a position in EWL in Q2 2013 and has held it in 15 quarters since. The position peaked at $1.2M in Q2 2014. 134 funds tracked by Wall St. Rank hold EWL as of Q4 2016.

  • MSI Financial Services held 4,984 shares of iShares MSCI Switzerland ETF worth $147K as of Q4 2016.
  • MSI Financial Services sold 694 iShares MSCI Switzerland ETF shares in Q4 2016, an estimated $20.2K.
  • iShares MSCI Switzerland ETF made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #1250 holding.
  • MSI Financial Services first reported a position in iShares MSCI Switzerland ETF in Q2 2013 and has held it in 15 quarters since.
  • MSI Financial Services's iShares MSCI Switzerland ETF position peaked at $1.2M in Q2 2014.
  • 134 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.