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SYM Financial Corp’s iShares MSCI Switzerland ETF EWL Stock Holding History

SYM Financial Corp’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
Q3 		– Sell
-46
Closed -$2.22K – 270
2024
Q2 		$2.22K Buy
+46
New +$2.19K ﹤0.01% 252

Other funds holding EWL

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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return

SYM Financial Corp's EWL Position: Q3 2024 in Review

SYM Financial Corp sold out of iShares MSCI Switzerland ETF (EWL) in Q3 2024, closing a stake of 46 shares — an estimated $2.22K sold.

SYM Financial Corp first reported a position in EWL in Q2 2024 and held it in 1 quarter. The position peaked at $2.22K in Q2 2024. 163 funds tracked by Wall St. Rank hold EWL as of Q3 2024.

  • SYM Financial Corp reported no remaining iShares MSCI Switzerland ETF position as of Q3 2024 after selling out during the quarter.
  • SYM Financial Corp sold 46 iShares MSCI Switzerland ETF shares in Q3 2024, an estimated $2.22K.
  • SYM Financial Corp first reported a position in iShares MSCI Switzerland ETF in Q2 2024 and held it in 1 quarter.
  • SYM Financial Corp's iShares MSCI Switzerland ETF position peaked at $2.22K in Q2 2024.
  • 163 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q3 2024.

Based on SYM Financial Corp's 13F filing for Q3 2024, filed 14 Nov 2024.