OneDigital Investment Advisors’s iShares MSCI Switzerland ETF EWL Stock Holding History

OneDigital Investment Advisors’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
2019 Q3	–	Sell	-1,603	Closed	-$60K	–	743
2019 Q2	$60K	Sell	1,603 -694	-30%	-$25.2K	﹤0.01%	538
2019 Q1	$81K	Buy	2,297 +785	+52%	+$26.6K	0.01%	405
2018 Q4	$48K	Sell	1,512 -2,057	-58%	-$67.2K	0.01%	465
2018 Q3	$124K	Buy	3,569 +1,493	+72%	+$51.1K	0.03%	250
2018 Q2	$68K	Sell	2,076 -572	-22%	-$19.3K	0.01%	421
2018 Q1	$91K	Buy	2,648 +95	+4%	+$3.38K	0.02%	367
2017 Q4	$91K	Buy	2,553 +4	+0.2%	+$139	0.01%	363
2017 Q3	$89K	Buy	2,549 +95	+4%	+$3.28K	0.03%	253
2017 Q2	$84K	Buy	+2,454	New	+$83K	0.03%	347

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

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

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

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

1CP

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PAG

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

OneDigital Investment Advisors's EWL Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of iShares MSCI Switzerland ETF (EWL) in Q3 2019, closing a stake of 1,603 shares — an estimated $60K sold.

OneDigital Investment Advisors first reported a position in EWL in Q2 2017 and held it in 9 quarters. The position peaked at $124K in Q3 2018. 137 funds tracked by Wall St. Rank hold EWL as of Q3 2019.

OneDigital Investment Advisors reported no remaining iShares MSCI Switzerland ETF position as of Q3 2019 after selling out during the quarter.
OneDigital Investment Advisors sold 1,603 iShares MSCI Switzerland ETF shares in Q3 2019, an estimated $60K.
OneDigital Investment Advisors first reported a position in iShares MSCI Switzerland ETF in Q2 2017 and held it in 9 quarters.
OneDigital Investment Advisors's iShares MSCI Switzerland ETF position peaked at $124K in Q3 2018.
137 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.