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Orion Portfolio Solutions’s iShares MSCI Switzerland ETF EWL Stock Holding History

Orion Portfolio Solutions’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
Q2 		– Sell
-1,102
Closed -$39K – 2253
2020
Q1 		$39K Buy
1,102
+495
+82% +$19.2K ﹤0.01% 646
2019
Q4 		$25K Buy
+607
New +$23.4K ﹤0.01% 717

Other funds holding EWL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AssetMark Inc
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
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Orion Portfolio Solutions's EWL Position: Q2 2020 in Review

Orion Portfolio Solutions sold out of iShares MSCI Switzerland ETF (EWL) in Q2 2020, closing a stake of 1,102 shares — an estimated $39K sold.

Orion Portfolio Solutions first reported a position in EWL in Q4 2019 and held it in 2 quarters. The position peaked at $39K in Q1 2020. 138 funds tracked by Wall St. Rank hold EWL as of Q2 2020.

  • Orion Portfolio Solutions reported no remaining iShares MSCI Switzerland ETF position as of Q2 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 1,102 iShares MSCI Switzerland ETF shares in Q2 2020, an estimated $39K.
  • Orion Portfolio Solutions first reported a position in iShares MSCI Switzerland ETF in Q4 2019 and held it in 2 quarters.
  • Orion Portfolio Solutions's iShares MSCI Switzerland ETF position peaked at $39K in Q1 2020.
  • 138 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q2 2020.

Based on Orion Portfolio Solutions's 13F filing for Q2 2020, filed 13 Aug 2020.