TCI Wealth Advisors’s iShares MSCI Switzerland ETF EWL Stock Holding History

TCI Wealth Advisors’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
2022 Q4	–	Sell	-55	Closed	-$2K	–	2548
2022 Q3	$2K	Buy	+55	New	+$2.27K	﹤0.01%	1925
2022 Q1	–	Sell	-54	Closed	-$3K	–	2288
2021 Q4	$3K	Hold	54	–	–	﹤0.01%	1996
2021 Q3	$3K	Buy	+54	New	+$2.68K	﹤0.01%	1929
2019 Q3	–	Sell	-450	Closed	-$17K	–	1524
2019 Q2	$17K	Hold	450	–	–	0.01%	502
2019 Q1	$16K	Buy	+450	New	+$15.2K	0.01%	533

Other funds holding EWL

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

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

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

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

TCI Wealth Advisors's EWL Position: Q4 2022 in Review

TCI Wealth Advisors sold out of iShares MSCI Switzerland ETF (EWL) in Q4 2022, closing a stake of 55 shares — an estimated $2K sold.

TCI Wealth Advisors first reported a position in EWL in Q1 2019 and held it in 5 quarters. The position peaked at $17K in Q2 2019. 154 funds tracked by Wall St. Rank hold EWL as of Q4 2022.

TCI Wealth Advisors reported no remaining iShares MSCI Switzerland ETF position as of Q4 2022 after selling out during the quarter.
TCI Wealth Advisors sold 55 iShares MSCI Switzerland ETF shares in Q4 2022, an estimated $2K.
TCI Wealth Advisors first reported a position in iShares MSCI Switzerland ETF in Q1 2019 and held it in 5 quarters.
TCI Wealth Advisors's iShares MSCI Switzerland ETF position peaked at $17K in Q2 2019.
154 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q4 2022.

Based on TCI Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.