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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
-113,900
Closed -$49.6K – 2316
2023
Q3 		$49.6K Buy
+113,900
New +$5.23M ﹤0.01% 2036

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.