Pacific Financial Group’s iShares MSCI Switzerland ETF EWL Stock Holding History

Pacific 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	-165,773	Closed	-$6.74M	–	57
2019 Q4	$6.74M	Sell	165,773 -3,778	-2%	-$146K	0.66%	30
2019 Q3	$6.37M	Buy	169,551 +60,845	+56%	+$2.27M	0.69%	29
2019 Q2	$3.85M	Hold	108,706	–	–	0.46%	32
2019 Q1	$3.85M	Buy	+108,706	New	+$3.68M	0.47%	32

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PAG

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pacific Financial Group's EWL Position: Q1 2020 in Review

Pacific Financial Group sold out of iShares MSCI Switzerland ETF (EWL) in Q1 2020, closing a stake of 165,773 shares — an estimated $6.74M sold.

Pacific Financial Group first reported a position in EWL in Q1 2019 and held it in 4 quarters. The position peaked at $6.74M in Q4 2019. 132 funds tracked by Wall St. Rank hold EWL as of Q1 2020.

Pacific Financial Group reported no remaining iShares MSCI Switzerland ETF position as of Q1 2020 after selling out during the quarter.
Pacific Financial Group sold 165,773 iShares MSCI Switzerland ETF shares in Q1 2020, an estimated $6.74M.
Pacific Financial Group first reported a position in iShares MSCI Switzerland ETF in Q1 2019 and held it in 4 quarters.
Pacific Financial Group's iShares MSCI Switzerland ETF position peaked at $6.74M in Q4 2019.
132 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q1 2020.

Based on Pacific Financial Group's 13F filing for Q1 2020, filed 8 Apr 2020.