ProVise Management Group’s iShares MSCI Switzerland ETF EWL Stock Holding History

ProVise Management 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
2024 Q1	–	Sell	-7,390	Closed	-$357K	–	307
2023 Q4	$357K	Sell	7,390 -157	-2%	-$6.99K	0.03%	265
2023 Q3	$329K	Sell	7,547 -1,401	-16%	-$64.3K	0.03%	263
2023 Q2	$413K	Sell	8,948 -442	-5%	-$20.8K	0.04%	246
2023 Q1	$426K	Buy	+9,390	New	+$415K	0.04%	245

Other funds holding EWL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ProVise Management Group's EWL Position: Q1 2024 in Review

ProVise Management Group sold out of iShares MSCI Switzerland ETF (EWL) in Q1 2024, closing a stake of 7,390 shares — an estimated $357K sold.

ProVise Management Group first reported a position in EWL in Q1 2023 and held it in 4 quarters. The position peaked at $426K in Q1 2023. 154 funds tracked by Wall St. Rank hold EWL as of Q1 2024.

ProVise Management Group reported no remaining iShares MSCI Switzerland ETF position as of Q1 2024 after selling out during the quarter.
ProVise Management Group sold 7,390 iShares MSCI Switzerland ETF shares in Q1 2024, an estimated $357K.
ProVise Management Group first reported a position in iShares MSCI Switzerland ETF in Q1 2023 and held it in 4 quarters.
ProVise Management Group's iShares MSCI Switzerland ETF position peaked at $426K in Q1 2023.
154 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q1 2024.

Based on ProVise Management Group's 13F filing for Q1 2024, filed 9 May 2024.