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

Plante Moran 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 Q4	–	Sell	-81	Closed	-$3K	–	896
2022 Q3	$3K	Buy	+81	New	+$3.35K	﹤0.01%	749
2018 Q2	–	Sell	-20	Closed	-$1K	–	865
2018 Q1	$1K	Buy	+20	New	+$712	﹤0.01%	895
2016 Q1	–	Sell	-224	Closed	-$7K	–	903
2015 Q4	$7K	Buy	+224	New	+$7.02K	0.01%	639
2015 Q1	–	Sell	-123	Closed	-$4K	–	745
2014 Q4	$4K	Buy	+123	New	+$3.95K	﹤0.01%	687

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

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

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

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

Plante Moran Financial Advisors's EWL Position: Q4 2022 in Review

Plante Moran Financial Advisors sold out of iShares MSCI Switzerland ETF (EWL) in Q4 2022, closing a stake of 81 shares — an estimated $3K sold.

Plante Moran Financial Advisors first reported a position in EWL in Q4 2014 and held it in 4 quarters. The position peaked at $7K in Q4 2015. 154 funds tracked by Wall St. Rank hold EWL as of Q4 2022.

Plante Moran Financial Advisors reported no remaining iShares MSCI Switzerland ETF position as of Q4 2022 after selling out during the quarter.
Plante Moran Financial Advisors sold 81 iShares MSCI Switzerland ETF shares in Q4 2022, an estimated $3K.
Plante Moran Financial Advisors first reported a position in iShares MSCI Switzerland ETF in Q4 2014 and held it in 4 quarters.
Plante Moran Financial Advisors's iShares MSCI Switzerland ETF position peaked at $7K in Q4 2015.
154 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q4 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.