RIA
EWL icon

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

Regal 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
2015
Q4 		– Sell
-391
Closed -$11K – 459
2015
Q3 		$11K Sell
391
-3,682
-90% -$120K ﹤0.01% 669
2015
Q2 		$133K Buy
4,073
+3,525
+643% +$123K 0.04% 295
2015
Q1 		$18K Hold
548
– – ﹤0.01% 582
2014
Q4 		$17K Buy
548
+157
+40% +$5.04K ﹤0.01% 560
2014
Q3 		$13K Sell
391
-7,600
-95% -$254K ﹤0.01% 635
2014
Q2 		$274K Buy
7,991
+3,291
+70% +$115K 0.1% 172
2014
Q1 		$161K Buy
4,700
+3,934
+514% +$131K 0.07% 211
2013
Q4 		$25K Hold
766
– – 0.01% 406
2013
Q3 		$24K Hold
766
– – 0.01% 434
2013
Q2 		$22K Buy
+766
New +$22.9K 0.01% 440

Other funds holding EWL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return