SVB Wealth’s iShares MSCI Switzerland ETF EWL Stock Holding History

SVB Wealth’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 Q1	–	Sell	-7,455	Closed	-$303K	–	632
2019 Q4	$303K	Buy	+7,455	New	+$288K	0.01%	500

Other funds holding EWL

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

1CP

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PAG

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SVB Wealth's EWL Position: Q1 2020 in Review

SVB Wealth sold out of iShares MSCI Switzerland ETF (EWL) in Q1 2020, closing a stake of 7,455 shares — an estimated $303K sold.

SVB Wealth first reported a position in EWL in Q4 2019 and held it in 1 quarter. The position peaked at $303K in Q4 2019. 132 funds tracked by Wall St. Rank hold EWL as of Q1 2020.

SVB Wealth reported no remaining iShares MSCI Switzerland ETF position as of Q1 2020 after selling out during the quarter.
SVB Wealth sold 7,455 iShares MSCI Switzerland ETF shares in Q1 2020, an estimated $303K.
SVB Wealth first reported a position in iShares MSCI Switzerland ETF in Q4 2019 and held it in 1 quarter.
SVB Wealth's iShares MSCI Switzerland ETF position peaked at $303K in Q4 2019.
132 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q1 2020.

Based on SVB Wealth's 13F filing for Q1 2020, filed 11 May 2020.