Shamrock Asset Management’s iShares MSCI Switzerland ETF EWL Stock Holding History

Shamrock Asset 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
2018 Q2	–	Sell	-1,159	Closed	-$40K	–	281
2018 Q1	$40K	Hold	1,159	–	–	0.02%	165
2017 Q4	$41K	Hold	1,159	–	–	0.02%	156
2017 Q3	$41K	Buy	1,159 +32	+3%	+$1.1K	0.03%	140
2017 Q2	$39K	Hold	1,127	–	–	0.02%	146
2017 Q1	$36K	Hold	1,127	–	–	0.02%	151
2016 Q4	$33K	Hold	1,127	–	–	0.02%	155
2016 Q3	$34K	Hold	1,127	–	–	0.02%	156
2016 Q2	$33K	Hold	1,127	–	–	0.02%	158
2016 Q1	$34K	Buy	1,127 +46	+4%	+$1.34K	0.02%	144
2015 Q4	$34K	Hold	1,081	–	–	0.02%	157
2015 Q3	$33K	Buy	1,081 +32	+3%	+$1.04K	0.02%	147
2015 Q2	$34K	Buy	+1,049	New	+$36.5K	0.02%	145

Other funds holding EWL

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

1CP

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Shamrock Asset Management's EWL Position: Q2 2018 in Review

Shamrock Asset Management sold out of iShares MSCI Switzerland ETF (EWL) in Q2 2018, closing a stake of 1,159 shares — an estimated $40K sold.

Shamrock Asset Management first reported a position in EWL in Q2 2015 and held it in 12 quarters. The position peaked at $41K in Q4 2017. 128 funds tracked by Wall St. Rank hold EWL as of Q2 2018.

Shamrock Asset Management reported no remaining iShares MSCI Switzerland ETF position as of Q2 2018 after selling out during the quarter.
Shamrock Asset Management sold 1,159 iShares MSCI Switzerland ETF shares in Q2 2018, an estimated $40K.
Shamrock Asset Management first reported a position in iShares MSCI Switzerland ETF in Q2 2015 and held it in 12 quarters.
Shamrock Asset Management's iShares MSCI Switzerland ETF position peaked at $41K in Q4 2017.
128 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q2 2018.

Based on Shamrock Asset Management's 13F filing for Q2 2018, filed 10 Jul 2018.