Proquility Private Wealth Partners’s iShares MSCI Switzerland ETF EWL Stock Holding History

Proquility Private Wealth Partners’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
2025 Q1	$1.52M	Buy	29,435 +4,817	+20%	+$243K	0.47%	64
2024 Q4	$1.13M	Sell	24,618 -1,793	-7%	-$87.4K	0.36%	67
2024 Q3	$1.38M	Sell	26,411 -8,141	-24%	-$411K	0.44%	64
2024 Q2	$1.67M	Sell	34,552 -45	-0.1%	-$2.14K	0.57%	52
2024 Q1	$1.65M	Buy	34,597 +581	+2%	+$27.5K	0.56%	53
2023 Q4	$1.64M	Sell	34,016 -27,730	-45%	-$1.24M	0.62%	47
2023 Q3	$2.69M	Sell	61,746 -1,422	-2%	-$65.3K	1.1%	30
2023 Q2	$2.92M	Sell	63,168 -1,234	-2%	-$58.1K	1.14%	28
2023 Q1	$2.92M	Buy	64,402 +10,062	+19%	+$445K	1.16%	27
2022 Q4	$2.28M	Sell	54,340 -8,097	-13%	-$329K	0.94%	41
2022 Q3	$2.34M	Buy	62,437 +2,676	+4%	+$111K	1.08%	32
2022 Q2	$2.48M	Sell	59,761 -1,733	-3%	-$77.8K	1.06%	31
2022 Q1	$2.64M	Buy	61,494 +1,992	+3%	+$97.3K	1.1%	29
2021 Q4	$2.92M	Buy	59,502 +5,038	+9%	+$252K	1.03%	29
2021 Q3	$2.54M	Sell	54,464 -1,324	-2%	-$65.7K	0.96%	37
2021 Q2	$2.71M	Buy	55,788 +2	+0%	+$95	1.02%	36
2021 Q1	$2.47M	Buy	55,786 +13,445	+32%	+$600K	0.98%	35
2020 Q4	$1.89M	Buy	+42,341	New	+$1.8M	0.86%	35

Other funds holding EWL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

1CP

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Proquility Private Wealth Partners's EWL Position: Q1 2025 in Review

Proquility Private Wealth Partners increased its iShares MSCI Switzerland ETF (EWL) stake by 20% in Q1 2025, buying an estimated $243K and bringing the position to 29,435 shares worth $1.52M. The position accounts for 0.47% of the portfolio, ranked #64.

Proquility Private Wealth Partners first reported a position in EWL in Q4 2020 and has held it in 18 quarters since. The position peaked at $2.92M in Q2 2023. 155 funds tracked by Wall St. Rank hold EWL as of Q1 2025.

Proquility Private Wealth Partners held 29,435 shares of iShares MSCI Switzerland ETF worth $1.52M as of Q1 2025.
Proquility Private Wealth Partners bought 4,817 iShares MSCI Switzerland ETF shares in Q1 2025, an estimated $243K.
iShares MSCI Switzerland ETF made up 0.47% of Proquility Private Wealth Partners's portfolio in Q1 2025, its #64 holding.
Proquility Private Wealth Partners first reported a position in iShares MSCI Switzerland ETF in Q4 2020 and has held it in 18 quarters since.
Proquility Private Wealth Partners's iShares MSCI Switzerland ETF position peaked at $2.92M in Q2 2023.
155 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q1 2025.

Based on Proquility Private Wealth Partners's 13F filing for Q1 2025, filed 15 May 2025.