Reilly Financial Advisors’s iShares MSCI Switzerland ETF EWL Stock Holding History

Reilly Financial 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
2021 Q4	$26K	Hold	500	–	–	﹤0.01%	517
2021 Q3	$23K	Hold	500	–	–	﹤0.01%	500
2021 Q2	$24K	Hold	500	–	–	﹤0.01%	510
2021 Q1	$22K	Hold	500	–	–	﹤0.01%	519
2020 Q4	$22K	Hold	500	–	–	﹤0.01%	470
2020 Q3	$21K	Hold	500	–	–	﹤0.01%	440
2020 Q2	$19K	Hold	500	–	–	﹤0.01%	456
2020 Q1	$18K	Hold	500	–	–	﹤0.01%	444
2019 Q4	$20K	Hold	500	–	–	﹤0.01%	503
2019 Q3	$19K	Hold	500	–	–	﹤0.01%	518
2019 Q2	$19K	Hold	500	–	–	﹤0.01%	544
2019 Q1	$18K	Hold	500	–	–	﹤0.01%	544
2018 Q4	$16K	Hold	500	–	–	﹤0.01%	544
2018 Q3	$17K	Hold	500	–	–	﹤0.01%	594
2018 Q2	$16K	Hold	500	–	–	﹤0.01%	563
2018 Q1	$17K	Hold	500	–	–	﹤0.01%	531
2017 Q4	$18K	Hold	500	–	–	﹤0.01%	535
2017 Q3	$18K	Hold	500	–	–	﹤0.01%	521
2017 Q2	$17K	Buy	+500	New	+$16.9K	﹤0.01%	537

Other funds holding EWL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Reilly Financial Advisors's EWL Position: Q4 2021 in Review

Reilly Financial Advisors held its iShares MSCI Switzerland ETF (EWL) position steady in Q4 2021 at 500 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #517.

Reilly Financial Advisors first reported a position in EWL in Q2 2017 and has held it in 19 quarters since. 182 funds tracked by Wall St. Rank hold EWL as of Q4 2021.

Reilly Financial Advisors held 500 shares of iShares MSCI Switzerland ETF worth $26K as of Q4 2021.
Reilly Financial Advisors left its iShares MSCI Switzerland ETF share count unchanged in Q4 2021.
iShares MSCI Switzerland ETF made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #517 holding.
Reilly Financial Advisors first reported a position in iShares MSCI Switzerland ETF in Q2 2017 and has held it in 19 quarters since.
182 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.