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Private Advisor Group’s iShares MSCI Switzerland ETF EWL Stock Holding History

Private Advisor 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
2023
Q4 		– Sell
-454
Closed -$19.8K – 2315
2023
Q3 		$19.8K Buy
+454
New +$20.8K ﹤0.01% 2113
2022
Q1 		– Sell
-17,662
Closed -$931K – 2146
2021
Q4 		$931K Sell
17,662
-16,341
-48% -$818K 0.01% 1156
2021
Q3 		$1.58M Buy
34,003
+15,543
+84% +$772K 0.01% 993
2021
Q2 		$898K Buy
+18,460
New +$880K 0.01% 1117
2020
Q3 		– Sell
-1,658
Closed -$65K – 2161
2020
Q2 		$65K Buy
+1,658
New +$62.2K ﹤0.01% 1949
2019
Q2 		– Sell
-10,587
Closed -$374K – 1684
2019
Q1 		$374K Buy
+10,587
New +$358K 0.01% 1089
2018
Q3 		– Sell
-12,822
Closed -$416K – 1614
2018
Q2 		$416K Buy
+12,822
New +$434K 0.01% 832
2018
Q1 		– Sell
-34,222
Closed -$1.24M – 1218
2017
Q4 		$1.24M Buy
34,222
+22,007
+180% +$767K 0.05% 363
2017
Q3 		$427K Buy
+12,215
New +$421K 0.01% 968
2017
Q2 		– Sell
-47,283
Closed -$1.5M – 1407
2017
Q1 		$1.5M Buy
47,283
+10,764
+29% +$334K 0.04% 426
2016
Q4 		$1.1M Buy
+36,519
New +$1.07M 0.04% 471
2014
Q4 		– Sell
-593
Closed -$19K – 1086
2014
Q3 		$19K Buy
+593
New +$19.8K ﹤0.01% 1141

Other funds holding EWL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Private Advisor Group's EWL Position: Q4 2023 in Review

Private Advisor Group sold out of iShares MSCI Switzerland ETF (EWL) in Q4 2023, closing a stake of 454 shares — an estimated $19.8K sold.

Private Advisor Group first reported a position in EWL in Q3 2014 and held it in 12 quarters. The position peaked at $1.58M in Q3 2021. 164 funds tracked by Wall St. Rank hold EWL as of Q4 2023.

  • Private Advisor Group reported no remaining iShares MSCI Switzerland ETF position as of Q4 2023 after selling out during the quarter.
  • Private Advisor Group sold 454 iShares MSCI Switzerland ETF shares in Q4 2023, an estimated $19.8K.
  • Private Advisor Group first reported a position in iShares MSCI Switzerland ETF in Q3 2014 and held it in 12 quarters.
  • Private Advisor Group's iShares MSCI Switzerland ETF position peaked at $1.58M in Q3 2021.
  • 164 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q4 2023.

Based on Private Advisor Group's 13F filing for Q4 2023, filed 6 Feb 2024.