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Prospera Financial Services’s iShares MSCI Switzerland ETF EWL Stock Holding History

Prospera Financial Services’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
Q3 		– Sell
-245
Closed -$10K – 1065
2022
Q2 		$10K Hold
245
– – ﹤0.01% 1341
2022
Q1 		$12K Buy
+245
New +$12K ﹤0.01% 1948
2016
Q2 		– Sell
-36,403
Closed -$1.08M – 362
2016
Q1 		$1.08M Buy
36,403
+4,321
+13% +$126K 0.24% 77
2015
Q4 		$996K Buy
32,082
+2,877
+10% +$90.2K 0.22% 71
2015
Q3 		$893K Sell
29,205
-2,271
-7% -$74.1K 0.23% 66
2015
Q2 		$1.03M Buy
31,476
+13,787
+78% +$480K 0.25% 75
2015
Q1 		$587K Buy
17,689
+3,996
+29% +$131K 0.13% 114
2014
Q4 		$434K Buy
13,693
+2,624
+24% +$84.2K 0.11% 147
2014
Q3 		$360K Buy
11,069
+1,470
+15% +$49.2K 0.1% 166
2014
Q2 		$329K Buy
9,599
+1,180
+14% +$41.1K 0.09% 184
2014
Q1 		$289K Buy
8,419
+1,827
+28% +$60.8K 0.09% 175
2013
Q4 		$217K Buy
+6,592
New +$210K 0.07% 221

Other funds holding EWL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Prospera Financial Services's EWL Position: Q3 2022 in Review

Prospera Financial Services sold out of iShares MSCI Switzerland ETF (EWL) in Q3 2022, closing a stake of 245 shares — an estimated $10K sold.

Prospera Financial Services first reported a position in EWL in Q4 2013 and held it in 12 quarters. The position peaked at $1.08M in Q1 2016. 137 funds tracked by Wall St. Rank hold EWL as of Q3 2022.

  • Prospera Financial Services reported no remaining iShares MSCI Switzerland ETF position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 245 iShares MSCI Switzerland ETF shares in Q3 2022, an estimated $10K.
  • Prospera Financial Services first reported a position in iShares MSCI Switzerland ETF in Q4 2013 and held it in 12 quarters.
  • Prospera Financial Services's iShares MSCI Switzerland ETF position peaked at $1.08M in Q1 2016.
  • 137 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.