Rice Partnership’s iShares MSCI Switzerland ETF EWL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.83M | Buy |
106,366
+9,754
| +10% | +$535K | 1.01% | 27 |
|
|
2025
Q1 | $5M | Buy |
96,612
+13,044
| +16% | +$676K | 1.03% | 29 |
|
|
2024
Q4 | $3.84M | Buy |
+83,568
| New | +$3.84M | 0.73% | 36 |
|
|
2020
Q3 | – | Sell |
-6,040
| Closed | -$235K | – | 91 |
|
|
2020
Q2 | $235K | Hold |
6,040
| – | – | 0.12% | 59 |
|
|
2020
Q1 | $214K | Hold |
6,040
| – | – | 0.14% | 63 |
|
|
2019
Q4 | $245K | Sell |
6,040
-92
| -2% | -$3.73K | 0.13% | 65 |
|
|
2019
Q3 | $231K | Buy |
6,132
+92
| +2% | +$3.47K | 0.14% | 70 |
|
|
2019
Q2 | $227K | Hold |
6,040
| – | – | 0.15% | 73 |
|
|
2019
Q1 | $214K | Buy |
+6,040
| New | +$214K | 0.16% | 72 |
|
|
2018
Q4 | – | Sell |
-6,040
| Closed | -$210K | – | 71 |
|
|
2018
Q3 | $210K | Buy |
+6,040
| New | +$210K | 0.13% | 73 |
|
|
2018
Q2 | – | Sell |
-6,040
| Closed | -$208K | – | 74 |
|
|
2018
Q1 | $208K | Hold |
6,040
| – | – | 0.14% | 69 |
|
|
2017
Q4 | $215K | Buy |
+6,040
| New | +$215K | 0.15% | 72 |
|