Sound Income Strategies’s iShares MSCI Switzerland ETF EWL Stock Holding History

Sound Income Strategies’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
2024 Q4	–	Sell	-25	Closed	-$1.3K	–	1499
2024 Q3	$1.3K	Hold	25	–	–	﹤0.01%	1204
2024 Q2	$1.21K	Hold	25	–	–	﹤0.01%	1180
2024 Q1	$1.19K	Hold	25	–	–	﹤0.01%	1149
2023 Q4	$1.21K	Buy	+25	New	+$1.11K	﹤0.01%	1143

Other funds holding EWL

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

Sound Income Strategies's EWL Position: Q4 2024 in Review

Sound Income Strategies sold out of iShares MSCI Switzerland ETF (EWL) in Q4 2024, closing a stake of 25 shares — an estimated $1.3K sold.

Sound Income Strategies first reported a position in EWL in Q4 2023 and held it in 4 quarters. The position peaked at $1.3K in Q3 2024. 144 funds tracked by Wall St. Rank hold EWL as of Q4 2024.

Sound Income Strategies reported no remaining iShares MSCI Switzerland ETF position as of Q4 2024 after selling out during the quarter.
Sound Income Strategies sold 25 iShares MSCI Switzerland ETF shares in Q4 2024, an estimated $1.3K.
Sound Income Strategies first reported a position in iShares MSCI Switzerland ETF in Q4 2023 and held it in 4 quarters.
Sound Income Strategies's iShares MSCI Switzerland ETF position peaked at $1.3K in Q3 2024.
144 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q4 2024.

Based on Sound Income Strategies's 13F filing for Q4 2024, filed 21 Jan 2025.