Squar Milner Financial Services’s iShares MSCI Switzerland ETF EWL Stock Holding History

Squar Milner Financial Services’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
2020 Q3	–	Sell	-8,000	Closed	-$312K	–	62
2020 Q2	$312K	Hold	8,000	–	–	0.18%	144
2020 Q1	$282K	Sell	8,000 -15	-0.2%	-$583	0.17%	126
2019 Q4	$325K	Buy	8,015 +15	+0.2%	+$579	0.16%	131
2019 Q3	$329K	Hold	8,000	–	–	0.17%	148
2019 Q2	$300K	Buy	+8,000	New	+$290K	0.2%	116

Other funds holding EWL

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Squar Milner Financial Services's EWL Position: Q3 2020 in Review

Squar Milner Financial Services sold out of iShares MSCI Switzerland ETF (EWL) in Q3 2020, closing a stake of 8,000 shares — an estimated $312K sold.

Squar Milner Financial Services first reported a position in EWL in Q2 2019 and held it in 5 quarters. The position peaked at $329K in Q3 2019. 138 funds tracked by Wall St. Rank hold EWL as of Q3 2020.

Squar Milner Financial Services reported no remaining iShares MSCI Switzerland ETF position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 8,000 iShares MSCI Switzerland ETF shares in Q3 2020, an estimated $312K.
Squar Milner Financial Services first reported a position in iShares MSCI Switzerland ETF in Q2 2019 and held it in 5 quarters.
Squar Milner Financial Services's iShares MSCI Switzerland ETF position peaked at $329K in Q3 2019.
138 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.