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

Spire 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
2024 Q4	–	Sell	-662	Closed	-$34.5K	–	2461
2024 Q3	$34.5K	Hold	662	–	–	﹤0.01%	1256
2024 Q2	$31.9K	Hold	662	–	–	﹤0.01%	1266
2024 Q1	$31.5K	Hold	662	–	–	﹤0.01%	1371
2023 Q4	$31K	Sell	662 -100	-13%	-$4.46K	﹤0.01%	1369
2023 Q3	$33.2K	Sell	762 -87	-10%	-$3.99K	﹤0.01%	1324
2023 Q2	$39.2K	Buy	849 +87	+11%	+$4.09K	﹤0.01%	1300
2023 Q1	$34.5K	Buy	762 +87	+13%	+$3.85K	﹤0.01%	1373
2022 Q4	$28K	Buy	675 +100	+17%	+$4.07K	﹤0.01%	1227
2022 Q3	$22K	Sell	575 -624	-52%	-$25.8K	﹤0.01%	1289
2022 Q2	$50K	Buy	1,199 +13	+1%	+$584	﹤0.01%	1290
2022 Q1	$58K	Hold	1,186	–	–	﹤0.01%	1391
2021 Q4	$63K	Hold	1,186	–	–	﹤0.01%	1605
2021 Q3	$55K	Hold	1,186	–	–	﹤0.01%	1433
2021 Q2	$58K	Buy	1,186 +611	+106%	+$29.1K	﹤0.01%	1417
2021 Q1	$25K	Buy	+575	New	+$25.7K	﹤0.01%	2060

Other funds holding EWL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 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 $38.6B AUM 35.31% 1-Year Est. Return

Spire Wealth Management's EWL Position: Q4 2024 in Review

Spire Wealth Management sold out of iShares MSCI Switzerland ETF (EWL) in Q4 2024, closing a stake of 662 shares — an estimated $34.5K sold.

Spire Wealth Management first reported a position in EWL in Q1 2021 and held it in 15 quarters. The position peaked at $63K in Q4 2021. 144 funds tracked by Wall St. Rank hold EWL as of Q4 2024.

Spire Wealth Management reported no remaining iShares MSCI Switzerland ETF position as of Q4 2024 after selling out during the quarter.
Spire Wealth Management sold 662 iShares MSCI Switzerland ETF shares in Q4 2024, an estimated $34.5K.
Spire Wealth Management first reported a position in iShares MSCI Switzerland ETF in Q1 2021 and held it in 15 quarters.
Spire Wealth Management's iShares MSCI Switzerland ETF position peaked at $63K in Q4 2021.
144 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q4 2024.

Based on Spire Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.