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Stratos Wealth Partners’s iShares MSCI Switzerland ETF EWL Stock Holding History

Stratos Wealth Partners’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
Q1 		– Sell
-6,060
Closed -$293K – 1410
2023
Q4 		$293K Sell
6,060
-801
-12% -$35.7K 0.01% 1092
2023
Q3 		$299K Buy
6,861
+175
+3% +$8.03K 0.01% 1017
2023
Q2 		$309K Buy
+6,686
New +$315K 0.01% 946
2023
Q1 		– Sell
-6,944
Closed -$291K – 1154
2022
Q4 		$291K Sell
6,944
-830
-11% -$33.8K 0.01% 904
2022
Q3 		$291K Buy
7,774
+1,665
+27% +$68.8K 0.01% 877
2022
Q2 		$254K Buy
6,109
+1,065
+21% +$47.8K 0.01% 1000
2022
Q1 		$248K Buy
+5,044
New +$246K 0.01% 1067
2018
Q4 		– Sell
-1,230
Closed -$43K – 1326
2018
Q3 		$43K Buy
+1,230
New +$42.1K ﹤0.01% 1521
2018
Q2 		– Sell
-3,213
Closed -$110K – 1462
2018
Q1 		$110K Buy
3,213
+557
+21% +$19.8K ﹤0.01% 1142
2017
Q4 		$95K Buy
+2,656
New +$92.6K ﹤0.01% 1211

Other funds holding EWL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stratos Wealth Partners's EWL Position: Q1 2024 in Review

Stratos Wealth Partners sold out of iShares MSCI Switzerland ETF (EWL) in Q1 2024, closing a stake of 6,060 shares — an estimated $293K sold.

Stratos Wealth Partners first reported a position in EWL in Q4 2017 and held it in 10 quarters. The position peaked at $309K in Q2 2023. 154 funds tracked by Wall St. Rank hold EWL as of Q1 2024.

  • Stratos Wealth Partners reported no remaining iShares MSCI Switzerland ETF position as of Q1 2024 after selling out during the quarter.
  • Stratos Wealth Partners sold 6,060 iShares MSCI Switzerland ETF shares in Q1 2024, an estimated $293K.
  • Stratos Wealth Partners first reported a position in iShares MSCI Switzerland ETF in Q4 2017 and held it in 10 quarters.
  • Stratos Wealth Partners's iShares MSCI Switzerland ETF position peaked at $309K in Q2 2023.
  • 154 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q1 2024.

Based on Stratos Wealth Partners's 13F filing for Q1 2024, filed 16 Apr 2024.