Psagot Value Holdings’s iShares MSCI Switzerland ETF EWL Stock Holding History

Psagot Value Holdings’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
2021 Q2	–	Sell	-399	Closed	-$18K	–	455
2021 Q1	$18K	Sell	399 -898	-69%	-$40.1K	﹤0.01%	346
2020 Q4	$58K	Hold	1,297	–	–	﹤0.01%	293
2020 Q3	$53K	Sell	1,297 -1,655	-56%	-$68.4K	﹤0.01%	328
2020 Q2	$115K	Hold	2,952	–	–	﹤0.01%	268
2020 Q1	$104K	Sell	2,952 -167	-5%	-$6.49K	﹤0.01%	265
2019 Q4	$127K	Hold	3,119	–	–	﹤0.01%	311
2019 Q3	$118K	Hold	3,119	–	–	﹤0.01%	279
2019 Q2	$117K	Hold	3,119	–	–	﹤0.01%	300
2019 Q1	$110K	Hold	3,119	–	–	﹤0.01%	318
2018 Q4	$98K	Sell	3,119 -673	-18%	-$22K	﹤0.01%	314
2018 Q3	$132K	Hold	3,792	–	–	0.01%	243
2018 Q2	$124K	Hold	3,792	–	–	0.01%	237
2018 Q1	$130K	Sell	3,792 -5,799	-60%	-$206K	0.01%	250
2017 Q4	$341K	Sell	9,591 -17,410	-64%	-$607K	0.01%	191
2017 Q3	$946K	Sell	27,001 -2,070,582	-99%	-$71.4M	0.04%	156
2017 Q2	$72M	Buy	2,097,583 +256,152	+14%	+$8.66M	3.08%	8
2017 Q1	$58.9M	Buy	1,841,431 +53,065	+3%	+$1.65M	2.48%	9
2016 Q4	$52.7M	Sell	1,788,366 -75,739	-4%	-$2.21M	2.26%	14
2016 Q3	$56.9M	Sell	1,864,105 -11,196	-0.6%	-$339K	2.38%	12
2016 Q2	$55.6M	Sell	1,875,301 -67,031	-3%	-$2.02M	2.4%	11
2016 Q1	$57.7M	Sell	1,942,332 -99,735	-5%	-$2.9M	2.4%	12
2015 Q4	$63.4M	Buy	2,042,067 +64,578	+3%	+$2.02M	2.27%	12
2015 Q3	$60.5M	Buy	1,977,489 +228,615	+13%	+$7.46M	2.19%	14
2015 Q2	$57.3M	Sell	1,748,874 -165,384	-9%	-$5.75M	1.81%	17
2015 Q1	$63.6M	Buy	1,914,258 +80,503	+4%	+$2.63M	2.01%	17
2014 Q4	$58.1M	Buy	1,833,755 +73,067	+4%	+$2.35M	1.98%	16
2014 Q3	$57.2M	Buy	1,760,688 +143,743	+9%	+$4.81M	1.92%	15
2014 Q2	$55.5M	Buy	1,616,945 +65,234	+4%	+$2.27M	1.84%	14
2014 Q1	$53.3M	Buy	1,551,711 +36,476	+2%	+$1.21M	1.8%	12
2013 Q4	$50M	Buy	1,515,235 +74,605	+5%	+$2.38M	1.75%	16
2013 Q3	$45.1M	Buy	1,440,630 +30,974	+2%	+$935K	1.69%	19
2013 Q2	$40.4M	Buy	+1,409,656	New	+$42.1M	1.71%	18

Other funds holding EWL

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

Psagot Value Holdings's EWL Position: Q2 2021 in Review

Psagot Value Holdings sold out of iShares MSCI Switzerland ETF (EWL) in Q2 2021, closing a stake of 399 shares — an estimated $18K sold.

Psagot Value Holdings first reported a position in EWL in Q2 2013 and held it in 32 quarters. The position peaked at $72M in Q2 2017. 160 funds tracked by Wall St. Rank hold EWL as of Q2 2021.

Psagot Value Holdings reported no remaining iShares MSCI Switzerland ETF position as of Q2 2021 after selling out during the quarter.
Psagot Value Holdings sold 399 iShares MSCI Switzerland ETF shares in Q2 2021, an estimated $18K.
Psagot Value Holdings first reported a position in iShares MSCI Switzerland ETF in Q2 2013 and held it in 32 quarters.
Psagot Value Holdings's iShares MSCI Switzerland ETF position peaked at $72M in Q2 2017.
160 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q2 2021.

Based on Psagot Value Holdings's 13F filing for Q2 2021, filed 11 Aug 2021.