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Ropes Wealth Advisors’s iShares MSCI Switzerland ETF EWL Stock Holding History

Ropes Wealth 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
2019
Q3 		– Sell
-46
Closed -$2K – 562
2019
Q2 		$2K Buy
+46
New +$1.67K ﹤0.01% 541

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AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

Ropes Wealth Advisors's EWL Position: Q3 2019 in Review

Ropes Wealth Advisors sold out of iShares MSCI Switzerland ETF (EWL) in Q3 2019, closing a stake of 46 shares — an estimated $2K sold.

Ropes Wealth Advisors first reported a position in EWL in Q2 2019 and held it in 1 quarter. The position peaked at $2K in Q2 2019. 137 funds tracked by Wall St. Rank hold EWL as of Q3 2019.

  • Ropes Wealth Advisors reported no remaining iShares MSCI Switzerland ETF position as of Q3 2019 after selling out during the quarter.
  • Ropes Wealth Advisors sold 46 iShares MSCI Switzerland ETF shares in Q3 2019, an estimated $2K.
  • Ropes Wealth Advisors first reported a position in iShares MSCI Switzerland ETF in Q2 2019 and held it in 1 quarter.
  • Ropes Wealth Advisors's iShares MSCI Switzerland ETF position peaked at $2K in Q2 2019.
  • 137 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q3 2019.

Based on Ropes Wealth Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.