OIA
EWL icon

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 – 745
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

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BlackRock
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AssetMark Inc
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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return