Tiedemann Advisors’s iShares MSCI Switzerland ETF EWL Stock Holding History

Tiedemann 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
2023 Q3	$561K	Hold	12,880	–	–	0.02%	161
2023 Q2	$595K	Hold	12,880	–	–	0.03%	148
2023 Q1	$584K	Buy	12,880 +6,660	+107%	+$294K	0.03%	144
2022 Q4	$261K	Sell	6,220 -1,713	-22%	-$69.7K	0.01%	207
2022 Q3	$297K	Sell	7,933 -30,186	-79%	-$1.25M	0.02%	188
2022 Q2	$1.58M	Buy	38,119 +11,890	+45%	+$534K	0.12%	84
2022 Q1	$1.29M	Hold	26,229	–	–	0.07%	126
2021 Q4	$1.38M	Buy	26,229 +8,800	+50%	+$441K	0.07%	115
2021 Q3	$812K	Hold	17,429	–	–	0.04%	153
2021 Q2	$847K	Buy	+17,429	New	+$831K	0.03%	182

Other funds holding EWL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Tiedemann Advisors's EWL Position: Q3 2023 in Review

Tiedemann Advisors held its iShares MSCI Switzerland ETF (EWL) position steady in Q3 2023 at 12,880 shares worth $561K. The position accounts for 0.02% of the portfolio, ranked #161.

Tiedemann Advisors first reported a position in EWL in Q2 2021 and has held it in 10 quarters since. The position peaked at $1.58M in Q2 2022. 163 funds tracked by Wall St. Rank hold EWL as of Q3 2023.

Tiedemann Advisors held 12,880 shares of iShares MSCI Switzerland ETF worth $561K as of Q3 2023.
Tiedemann Advisors left its iShares MSCI Switzerland ETF share count unchanged in Q3 2023.
iShares MSCI Switzerland ETF made up 0.02% of Tiedemann Advisors's portfolio in Q3 2023, its #161 holding.
Tiedemann Advisors first reported a position in iShares MSCI Switzerland ETF in Q2 2021 and has held it in 10 quarters since.
Tiedemann Advisors's iShares MSCI Switzerland ETF position peaked at $1.58M in Q2 2022.
163 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.