RWA Wealth Partners’s iShares MSCI Switzerland ETF EWL Stock Holding History

RWA Wealth Partners’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 Q3	–	Sell	-72,211	Closed	-$3.34M	–	379
2023 Q2	$3.34M	Buy	+72,211	New	+$3.4M	0.07%	100
2022 Q1	–	Sell	-115,613	Closed	-$6.1M	–	257
2021 Q4	$6.1M	Buy	+115,613	New	+$5.79M	0.41%	72
2021 Q3	–	Sell	-122,439	Closed	-$5.95M	–	241
2021 Q2	$5.95M	Buy	+122,439	New	+$5.84M	0.44%	67
2020 Q1	–	Sell	-9,118	Closed	-$371K	–	215
2019 Q4	$371K	Buy	+9,118	New	+$352K	0.04%	185

Other funds holding EWL

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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 $49B AUM 17.78% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RWA Wealth Partners's EWL Position: Q3 2023 in Review

RWA Wealth Partners sold out of iShares MSCI Switzerland ETF (EWL) in Q3 2023, closing a stake of 72,211 shares — an estimated $3.34M sold.

RWA Wealth Partners first reported a position in EWL in Q4 2019 and held it in 4 quarters. The position peaked at $6.1M in Q4 2021. 163 funds tracked by Wall St. Rank hold EWL as of Q3 2023.

RWA Wealth Partners reported no remaining iShares MSCI Switzerland ETF position as of Q3 2023 after selling out during the quarter.
RWA Wealth Partners sold 72,211 iShares MSCI Switzerland ETF shares in Q3 2023, an estimated $3.34M.
RWA Wealth Partners first reported a position in iShares MSCI Switzerland ETF in Q4 2019 and held it in 4 quarters.
RWA Wealth Partners's iShares MSCI Switzerland ETF position peaked at $6.1M in Q4 2021.
163 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q3 2023.

Based on RWA Wealth Partners's 13F filing for Q3 2023, filed 11 Oct 2023.