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Selective Wealth Management’s iShares MSCI Switzerland ETF EWL Stock Holding History

Selective Wealth Management’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 		– Sell
-6
Closed – – 301
2022
Q3 		$0 Hold
6
– – ﹤0.01% 786
2022
Q2 		$0 Hold
6
– – ﹤0.01% 784
2022
Q1 		$0 Hold
6
– – ﹤0.01% 749
2021
Q4 		$0 Buy
+6
New +$300 ﹤0.01% 677

Other funds holding EWL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.01B AUM 13.2% 1-Year Est. Return

Selective Wealth Management's EWL Position: Q4 2022 in Review

Selective Wealth Management sold out of iShares MSCI Switzerland ETF (EWL) in Q4 2022, closing a stake of 6 shares.

Selective Wealth Management first reported a position in EWL in Q4 2021 and held it in 4 quarters. The position peaked at $0 in Q3 2022. 154 funds tracked by Wall St. Rank hold EWL as of Q4 2022.

  • Selective Wealth Management reported no remaining iShares MSCI Switzerland ETF position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 6 iShares MSCI Switzerland ETF shares in Q4 2022.
  • Selective Wealth Management first reported a position in iShares MSCI Switzerland ETF in Q4 2021 and held it in 4 quarters.
  • Selective Wealth Management's iShares MSCI Switzerland ETF position peaked at $0 in Q3 2022.
  • 154 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.