Steward Partners Investment Advisory’s iShares MSCI Switzerland ETF EWL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Buy |
24,087
+1,148
| +5% | +$62.9K | 0.01% | 876 |
|
|
2025
Q1 | $1.19M | Buy |
22,939
+811
| +4% | +$42K | 0.01% | 849 |
|
|
2024
Q4 | $1.02M | Buy |
22,128
+1,219
| +6% | +$56K | 0.01% | 869 |
|
|
2024
Q3 | $1.09M | Buy |
20,909
+353
| +2% | +$18.4K | 0.01% | 821 |
|
|
2024
Q2 | $991K | Sell |
20,556
-900
| -4% | -$43.4K | 0.01% | 816 |
|
|
2024
Q1 | $1.02M | Hold |
21,456
| – | – | 0.01% | 781 |
|
|
2023
Q4 | $1.04M | Hold |
21,456
| – | – | 0.01% | 708 |
|
|
2023
Q3 | $935K | Buy |
21,456
+343
| +2% | +$14.9K | 0.01% | 696 |
|
|
2023
Q2 | $976K | Hold |
21,113
| – | – | 0.01% | 697 |
|
|
2023
Q1 | $957K | Hold |
21,113
| – | – | 0.02% | 709 |
|
|
2022
Q4 | $885K | Hold |
21,113
| – | – | 0.02% | 707 |
|
|
2022
Q3 | $791K | Hold |
21,113
| – | – | 0.01% | 693 |
|
|
2022
Q2 | $877K | Buy |
21,113
+150
| +0.7% | +$6.23K | 0.02% | 677 |
|
|
2022
Q1 | $1.03M | Hold |
20,963
| – | – | 0.02% | 678 |
|
|
2021
Q4 | $1.11M | Hold |
20,963
| – | – | 0.02% | 661 |
|
|
2021
Q3 | $976K | Buy |
20,963
+700
| +3% | +$32.6K | 0.02% | 666 |
|
|
2021
Q2 | $985K | Hold |
20,263
| – | – | 0.02% | 678 |
|
|
2021
Q1 | $896K | Hold |
20,263
| – | – | 0.02% | 681 |
|
|
2020
Q4 | $905K | Hold |
20,263
| – | – | 0.02% | 593 |
|
|
2020
Q3 | $832K | Hold |
20,263
| – | – | 0.02% | 533 |
|
|
2020
Q2 | $789K | Sell |
20,263
-100
| -0.5% | -$3.89K | 0.02% | 515 |
|
|
2020
Q1 | $720K | Hold |
20,363
| – | – | 0.03% | 475 |
|
|
2019
Q4 | $827K | Buy |
20,363
+14,330
| +238% | +$582K | 0.02% | 505 |
|
|
2019
Q3 | $227K | Hold |
6,033
| – | – | 0.01% | 808 |
|
|
2019
Q2 | $226K | Buy |
6,033
+2
| +0% | +$75 | 0.01% | 771 |
|
|
2019
Q1 | $213K | Buy |
+6,031
| New | +$213K | 0.01% | 728 |
|
|
2018
Q4 | – | Sell |
-3,912
| Closed | -$136K | – | 1193 |
|
|
2018
Q3 | $136K | Hold |
3,912
| – | – | 0.01% | 824 |
|
|
2018
Q2 | $127K | Sell |
3,912
-245
| -6% | -$7.95K | 0.01% | 779 |
|
|
2018
Q1 | $142K | Buy |
4,157
+343
| +9% | +$11.7K | 0.01% | 695 |
|
|
2017
Q4 | $135K | Hold |
3,814
| – | – | 0.01% | 590 |
|
|
2017
Q3 | $133K | Hold |
3,814
| – | – | 0.01% | 500 |
|
|
2017
Q2 | $130K | Hold |
3,814
| – | – | 0.01% | 461 |
|
|
2017
Q1 | $121K | Buy |
+3,814
| New | +$121K | 0.02% | 403 |
|