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NFG
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
–
2203
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
$1.37T AUM
24.88%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
AssetMark Inc
Concord, California
$49B AUM
17.78%
1-Year Est. Return
1CP
1607 Capital Partners
Richmond, Virginia
$1.39B AUM
8.35%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
PAG
Pinnacle Advisory Group
Columbia, Maryland
$2.17B AUM
39.21%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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