Steph & Co’s iShares MSCI Switzerland ETF EWL Stock Holding History

Steph & Co’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
2023 Q4	–	Sell	-106	Closed	-$4.62K	–	260
2023 Q3	$4.62K	Buy	+106	New	+$4.87K	﹤0.01%	277

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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Steph & Co's EWL Position: Q4 2023 in Review

Steph & Co sold out of iShares MSCI Switzerland ETF (EWL) in Q4 2023, closing a stake of 106 shares — an estimated $4.62K sold.

Steph & Co first reported a position in EWL in Q3 2023 and held it in 1 quarter. The position peaked at $4.62K in Q3 2023. 164 funds tracked by Wall St. Rank hold EWL as of Q4 2023.

Steph & Co reported no remaining iShares MSCI Switzerland ETF position as of Q4 2023 after selling out during the quarter.
Steph & Co sold 106 iShares MSCI Switzerland ETF shares in Q4 2023, an estimated $4.62K.
Steph & Co first reported a position in iShares MSCI Switzerland ETF in Q3 2023 and held it in 1 quarter.
Steph & Co's iShares MSCI Switzerland ETF position peaked at $4.62K in Q3 2023.
164 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q4 2023.

Based on Steph & Co's 13F filing for Q4 2023, filed 31 Jan 2024.