Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SWM
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
$5.7T 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
$1.47T AUM
27.86%
1-Year Est. Return
CCA
Catalyst Capital Advisors
Huntington, New York
$5.37B AUM
18.53%
1-Year Est. Return
MRC
Millburn Ridgefield Corp
New York
$4.65B AUM
15.85%
1-Year Est. Return
Bank Julius Baer & Co
Zurich, Switzerland
$33.2B AUM
25.01%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close