SIA
EWL icon

Spruce Investment Advisors’s iShares MSCI Switzerland ETF EWL Stock Holding History

Spruce Investment Advisors’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
2016
Q1 		– Sell
-84,287
Closed -$2.62M – 32
2015
Q4 		$2.62M Sell
84,287
-36,154
-30% -$1.13M 1.94% 19
2015
Q3 		$3.68M Sell
120,441
-39,321
-25% -$1.28M 1.13% 20
2015
Q2 		$5.23M Sell
159,762
-4,694
-3% -$163K 1.41% 22
2015
Q1 		$5.46M Sell
164,456
-9,282
-5% -$303K 1.4% 21
2014
Q4 		$5.51M Sell
173,738
-92,974
-35% -$2.98M 1.5% 18
2014
Q3 		$8.67M Buy
+266,712
New +$8.92M 2.25% 15

Other funds holding EWL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $90.6B AUM 36.98% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return