Pinnacle Advisory Group’s iShares MSCI Switzerland ETF EWL Stock Holding History

Pinnacle Advisory 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
2021 Q1	$231K	Sell	5,220 -327,172	-98%	-$14.6M	0.01%	225
2020 Q4	$14.9M	Sell	332,392 -389,991	-54%	-$16.6M	0.9%	35
2020 Q3	$29.7M	Buy	722,383 +421	+0.1%	+$17.4K	1.97%	17
2020 Q2	$28.1M	Buy	721,962 +461	+0.1%	+$17.3K	1.95%	16
2020 Q1	$25.5M	Buy	721,501 +324,973	+82%	+$12.6M	2.45%	15
2019 Q4	$16.1M	Sell	396,528 -7,372	-2%	-$285K	1.09%	30
2019 Q3	$15.2M	Buy	403,900 +392,549	+3,458%	+$14.7M	1.06%	27
2019 Q2	$426K	Buy	11,351 +4	+0%	+$145	0.03%	122
2019 Q1	$401K	Hold	11,347	–	–	0.03%	119
2018 Q4	$358K	Sell	11,347 -379	-3%	-$12.4K	0.03%	118
2018 Q3	$407K	Sell	11,726 -1,041	-8%	-$35.7K	0.03%	119
2018 Q2	$416K	Sell	12,767 -537	-4%	-$18.2K	0.03%	108
2018 Q1	$457K	Sell	13,304 -6,446	-33%	-$229K	0.03%	125
2017 Q4	$703K	Buy	19,750 +2,622	+15%	+$91.4K	0.04%	107
2017 Q3	$600K	Sell	17,128 -441,017	-96%	-$15.2M	0.04%	108
2017 Q2	$15.7M	Buy	+458,145	New	+$15.5M	1%	28
2017 Q1	–	Sell	-30,254	Closed	-$891K	–	194
2016 Q4	$891K	Buy	+30,254	New	+$883K	0.06%	70
2016 Q3	–	Sell	-810,735	Closed	-$24M	–	128
2016 Q2	$24M	Sell	810,735 -11,964	-1%	-$361K	1.85%	18
2016 Q1	$24.5M	Buy	822,699 +811,619	+7,325%	+$23.6M	2.33%	13
2015 Q4	$343K	Sell	11,080 -733	-6%	-$23K	0.03%	73
2015 Q3	$361K	Buy	+11,813	New	+$385K	0.04%	63
2015 Q2	–	Sell	-21,361	Closed	-$709K	–	120
2015 Q1	$709K	Sell	21,361 -691,930	-97%	-$22.6M	0.06%	65
2014 Q4	$22.6M	Sell	713,291 -197	-0%	-$6.32K	2.05%	19
2014 Q3	$23.2M	Buy	+713,488	New	+$23.9M	2.97%	15

Other funds holding EWL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Pinnacle Advisory Group's EWL Position: Q1 2021 in Review

Pinnacle Advisory Group reduced its iShares MSCI Switzerland ETF (EWL) stake by 98% in Q1 2021, selling an estimated $14.6M and leaving 5,220 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #225.

Pinnacle Advisory Group first reported a position in EWL in Q3 2014 and has held it in 24 quarters since. The position peaked at $29.7M in Q3 2020. 148 funds tracked by Wall St. Rank hold EWL as of Q1 2021.

Pinnacle Advisory Group held 5,220 shares of iShares MSCI Switzerland ETF worth $231K as of Q1 2021.
Pinnacle Advisory Group sold 327,172 iShares MSCI Switzerland ETF shares in Q1 2021, an estimated $14.6M.
iShares MSCI Switzerland ETF made up 0.01% of Pinnacle Advisory Group's portfolio in Q1 2021, its #225 holding.
Pinnacle Advisory Group first reported a position in iShares MSCI Switzerland ETF in Q3 2014 and has held it in 24 quarters since.
Pinnacle Advisory Group's iShares MSCI Switzerland ETF position peaked at $29.7M in Q3 2020.
148 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.