Sargent Bickham Lagudis’s iShares MSCI Switzerland ETF EWL Stock Holding History

Sargent Bickham Lagudis’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
2022 Q4	$12.6K	Hold	300	–	–	﹤0.01%	690
2022 Q3	$11K	Hold	300	–	–	﹤0.01%	673
2022 Q2	$12K	Hold	300	–	–	﹤0.01%	669
2022 Q1	$15K	Hold	300	–	–	﹤0.01%	646
2021 Q4	$16K	Sell	300 -218	-42%	-$10.9K	﹤0.01%	639
2021 Q3	$24K	Hold	518	–	–	﹤0.01%	574
2021 Q2	$25K	Buy	518 +218	+73%	+$10.4K	﹤0.01%	573
2021 Q1	$13K	Hold	300	–	–	﹤0.01%	648
2020 Q4	$13K	Hold	300	–	–	﹤0.01%	617
2020 Q3	$12K	Hold	300	–	–	﹤0.01%	574
2020 Q2	$12K	Hold	300	–	–	﹤0.01%	549
2020 Q1	$11K	Hold	300	–	–	﹤0.01%	541
2019 Q4	$12K	Hold	300	–	–	﹤0.01%	591
2019 Q3	$11K	Hold	300	–	–	﹤0.01%	547
2019 Q2	$11K	Hold	300	–	–	﹤0.01%	576
2019 Q1	$11K	Hold	300	–	–	﹤0.01%	594
2018 Q4	$9K	Hold	300	–	–	﹤0.01%	590
2018 Q3	$10K	Hold	300	–	–	﹤0.01%	607
2018 Q2	$10K	Hold	300	–	–	﹤0.01%	589
2018 Q1	$10K	Hold	300	–	–	﹤0.01%	574
2017 Q4	$11K	Hold	300	–	–	﹤0.01%	588
2017 Q3	$11K	Hold	300	–	–	﹤0.01%	595
2017 Q2	$10K	Hold	300	–	–	﹤0.01%	574
2017 Q1	$10K	Hold	300	–	–	﹤0.01%	592
2016 Q4	$9K	Hold	300	–	–	﹤0.01%	572
2016 Q3	$9K	Buy	+300	New	+$9.07K	﹤0.01%	590

Other funds holding EWL

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

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

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

Sargent Bickham Lagudis's EWL Position: Q4 2022 in Review

Sargent Bickham Lagudis held its iShares MSCI Switzerland ETF (EWL) position steady in Q4 2022 at 300 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #690.

Sargent Bickham Lagudis first reported a position in EWL in Q3 2016 and has held it in 26 quarters since. The position peaked at $25K in Q2 2021. 154 funds tracked by Wall St. Rank hold EWL as of Q4 2022.

Sargent Bickham Lagudis held 300 shares of iShares MSCI Switzerland ETF worth $12.6K as of Q4 2022.
Sargent Bickham Lagudis left its iShares MSCI Switzerland ETF share count unchanged in Q4 2022.
iShares MSCI Switzerland ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #690 holding.
Sargent Bickham Lagudis first reported a position in iShares MSCI Switzerland ETF in Q3 2016 and has held it in 26 quarters since.
Sargent Bickham Lagudis's iShares MSCI Switzerland ETF position peaked at $25K in Q2 2021.
154 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.