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Pasadena Private Wealth’s iShares MSCI Switzerland ETF EWL Stock Holding History

Pasadena Private Wealth’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
Q1 		– Sell
-98,889
Closed -$5.21M – 110
2021
Q4 		$5.21M Buy
98,889
+575
+0.6% +$28.8K 1.71% 14
2021
Q3 		$4.58M Sell
98,314
-2,682
-3% -$133K 1.6% 13
2021
Q2 		$4.91M Buy
+100,996
New +$4.82M 1.68% 17

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
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Pasadena Private Wealth's EWL Position: Q1 2022 in Review

Pasadena Private Wealth sold out of iShares MSCI Switzerland ETF (EWL) in Q1 2022, closing a stake of 98,889 shares — an estimated $5.21M sold.

Pasadena Private Wealth first reported a position in EWL in Q2 2021 and held it in 3 quarters. The position peaked at $5.21M in Q4 2021. 156 funds tracked by Wall St. Rank hold EWL as of Q1 2022.

  • Pasadena Private Wealth reported no remaining iShares MSCI Switzerland ETF position as of Q1 2022 after selling out during the quarter.
  • Pasadena Private Wealth sold 98,889 iShares MSCI Switzerland ETF shares in Q1 2022, an estimated $5.21M.
  • Pasadena Private Wealth first reported a position in iShares MSCI Switzerland ETF in Q2 2021 and held it in 3 quarters.
  • Pasadena Private Wealth's iShares MSCI Switzerland ETF position peaked at $5.21M in Q4 2021.
  • 156 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q1 2022.

Based on Pasadena Private Wealth's 13F filing for Q1 2022, filed 21 Apr 2022.