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

Newbridge Financial Services 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
2023 Q3	–	Sell	-418	Closed	-$19.3K	–	1330
2023 Q2	$19.3K	Buy	418 +9	+2%	+$423	0.01%	708
2023 Q1	$18.5K	Hold	409	–	–	0.01%	751
2022 Q4	$17.1K	Hold	409	–	–	0.01%	773
2022 Q3	$15K	Hold	409	–	–	0.01%	778
2022 Q2	$17K	Buy	409 +9	+2%	+$404	0.01%	699
2022 Q1	$20K	Hold	400	–	–	0.01%	731
2021 Q4	$21K	Hold	400	–	–	0.01%	707
2021 Q3	$19K	Buy	+400	New	+$19.9K	0.01%	674

Other funds holding EWL

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Newbridge Financial Services Group's EWL Position: Q3 2023 in Review

Newbridge Financial Services Group sold out of iShares MSCI Switzerland ETF (EWL) in Q3 2023, closing a stake of 418 shares — an estimated $19.3K sold.

Newbridge Financial Services Group first reported a position in EWL in Q3 2021 and held it in 8 quarters. The position peaked at $21K in Q4 2021. 162 funds tracked by Wall St. Rank hold EWL as of Q3 2023.

Newbridge Financial Services Group reported no remaining iShares MSCI Switzerland ETF position as of Q3 2023 after selling out during the quarter.
Newbridge Financial Services Group sold 418 iShares MSCI Switzerland ETF shares in Q3 2023, an estimated $19.3K.
Newbridge Financial Services Group first reported a position in iShares MSCI Switzerland ETF in Q3 2021 and held it in 8 quarters.
Newbridge Financial Services Group's iShares MSCI Switzerland ETF position peaked at $21K in Q4 2021.
162 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q3 2023.

Based on Newbridge Financial Services Group's 13F filing for Q3 2023, filed 17 Oct 2023.