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Realta Investment Advisors’s iShares MSCI Switzerland ETF EWL Stock Holding History

Realta Investment Advisors’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
Q1 		– Sell
-31
Closed -$1.3K – 527
2022
Q4 		$1.3K Hold
31
– – ﹤0.01% 832
2022
Q3 		$1K Buy
+31
New +$1.28K ﹤0.01% 806

Other funds holding EWL

Bank of America
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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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Realta Investment Advisors's EWL Position: Q1 2023 in Review

Realta Investment Advisors sold out of iShares MSCI Switzerland ETF (EWL) in Q1 2023, closing a stake of 31 shares — an estimated $1.3K sold.

Realta Investment Advisors first reported a position in EWL in Q3 2022 and held it in 2 quarters. The position peaked at $1.3K in Q4 2022. 148 funds tracked by Wall St. Rank hold EWL as of Q1 2023.

  • Realta Investment Advisors reported no remaining iShares MSCI Switzerland ETF position as of Q1 2023 after selling out during the quarter.
  • Realta Investment Advisors sold 31 iShares MSCI Switzerland ETF shares in Q1 2023, an estimated $1.3K.
  • Realta Investment Advisors first reported a position in iShares MSCI Switzerland ETF in Q3 2022 and held it in 2 quarters.
  • Realta Investment Advisors's iShares MSCI Switzerland ETF position peaked at $1.3K in Q4 2022.
  • 148 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q1 2023.

Based on Realta Investment Advisors's 13F filing for Q1 2023, filed 5 May 2023.