Peak Financial Advisors’s iShares MSCI Switzerland ETF EWL Stock Holding History

Peak Financial 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
2022 Q1	–	Sell	-5,690	Closed	-$300K	–	90
2021 Q4	$300K	Sell	5,690 -1,814	-24%	-$90.8K	0.23%	61
2021 Q3	$350K	Buy	7,504 +1,900	+34%	+$94.3K	0.31%	53
2021 Q2	$273K	Buy	+5,604	New	+$267K	0.23%	64

Other funds holding EWL

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

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

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Peak Financial Advisors's EWL Position: Q1 2022 in Review

Peak Financial Advisors sold out of iShares MSCI Switzerland ETF (EWL) in Q1 2022, closing a stake of 5,690 shares — an estimated $300K sold.

Peak Financial Advisors first reported a position in EWL in Q2 2021 and held it in 3 quarters. The position peaked at $350K in Q3 2021. 156 funds tracked by Wall St. Rank hold EWL as of Q1 2022.

Peak Financial Advisors reported no remaining iShares MSCI Switzerland ETF position as of Q1 2022 after selling out during the quarter.
Peak Financial Advisors sold 5,690 iShares MSCI Switzerland ETF shares in Q1 2022, an estimated $300K.
Peak Financial Advisors first reported a position in iShares MSCI Switzerland ETF in Q2 2021 and held it in 3 quarters.
Peak Financial Advisors's iShares MSCI Switzerland ETF position peaked at $350K in Q3 2021.
156 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q1 2022.

Based on Peak Financial Advisors's 13F filing for Q1 2022, filed 22 Apr 2022.