One Capital Management’s iShares MSCI Switzerland ETF EWL Stock Holding History

One Capital Management’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	-8,887	Closed	-$369K	–	299
2022 Q2	$369K	Sell	8,887 -500	-5%	-$22.5K	0.02%	238
2022 Q1	$460K	Hold	9,387	–	–	0.02%	233
2021 Q4	$494K	Hold	9,387	–	–	0.04%	179
2021 Q3	$437K	Hold	9,387	–	–	0.04%	157
2021 Q2	$456K	Buy	+9,387	New	+$448K	0.04%	161

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 22.96% 1-Year Est. Return

BPC

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

One Capital Management's EWL Position: Q3 2022 in Review

One Capital Management sold out of iShares MSCI Switzerland ETF (EWL) in Q3 2022, closing a stake of 8,887 shares — an estimated $369K sold.

One Capital Management first reported a position in EWL in Q2 2021 and held it in 5 quarters. The position peaked at $494K in Q4 2021. 137 funds tracked by Wall St. Rank hold EWL as of Q3 2022.

One Capital Management reported no remaining iShares MSCI Switzerland ETF position as of Q3 2022 after selling out during the quarter.
One Capital Management sold 8,887 iShares MSCI Switzerland ETF shares in Q3 2022, an estimated $369K.
One Capital Management first reported a position in iShares MSCI Switzerland ETF in Q2 2021 and held it in 5 quarters.
One Capital Management's iShares MSCI Switzerland ETF position peaked at $494K in Q4 2021.
137 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q3 2022.

Based on One Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.