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

Next Financial 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
2020 Q1	–	Sell	-61	Closed	-$2K	–	2200
2019 Q4	$2K	Sell	61 -64	-51%	-$2.47K	﹤0.01%	2156
2019 Q3	$5K	Sell	125 -300	-71%	-$11.2K	﹤0.01%	1901
2019 Q2	$16K	Buy	425 +300	+240%	+$10.9K	﹤0.01%	1540
2019 Q1	$4K	Hold	125	–	–	﹤0.01%	1298
2018 Q4	$4K	Buy	125 +64	+105%	+$2.09K	﹤0.01%	1594
2018 Q3	$2K	Buy	+61	New	+$2.09K	﹤0.01%	1300
2017 Q4	–	Sell	-61	Closed	-$2K	–	598
2017 Q3	$2K	Hold	61	–	–	﹤0.01%	1593
2017 Q2	$2K	Hold	61	–	–	﹤0.01%	1720
2017 Q1	$2K	Sell	61 -233	-79%	-$7.23K	﹤0.01%	1685
2016 Q4	$9K	Hold	294	–	–	﹤0.01%	1684
2016 Q3	$9K	Buy	294 +233	+382%	+$7.04K	﹤0.01%	1686
2016 Q2	$1K	Hold	61	–	–	﹤0.01%	1654
2016 Q1	$1K	Hold	61	–	–	﹤0.01%	1621
2015 Q4	$1K	Hold	61	–	–	﹤0.01%	1673
2015 Q3	$1K	Hold	61	–	–	﹤0.01%	1701
2015 Q2	$1K	Hold	61	–	–	﹤0.01%	1755
2015 Q1	$2K	Sell	61 -1,000	-94%	-$32.7K	﹤0.01%	1672
2014 Q4	$34K	Sell	1,061 -733	-41%	-$23.5K	0.01%	797
2014 Q3	$58K	Buy	1,794 +1,500	+510%	+$50.2K	0.01%	870
2014 Q2	$10K	Buy	+294	New	+$10.3K	0.01%	784

Other funds holding EWL

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Next Financial Group's EWL Position: Q1 2020 in Review

Next Financial Group sold out of iShares MSCI Switzerland ETF (EWL) in Q1 2020, closing a stake of 61 shares — an estimated $2K sold.

Next Financial Group first reported a position in EWL in Q2 2014 and held it in 20 quarters. The position peaked at $58K in Q3 2014. 132 funds tracked by Wall St. Rank hold EWL as of Q1 2020.

Next Financial Group reported no remaining iShares MSCI Switzerland ETF position as of Q1 2020 after selling out during the quarter.
Next Financial Group sold 61 iShares MSCI Switzerland ETF shares in Q1 2020, an estimated $2K.
Next Financial Group first reported a position in iShares MSCI Switzerland ETF in Q2 2014 and held it in 20 quarters.
Next Financial Group's iShares MSCI Switzerland ETF position peaked at $58K in Q3 2014.
132 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q1 2020.

Based on Next Financial Group's 13F filing for Q1 2020, filed 27 Apr 2020.