TF
EWL icon

Tompkins Financial’s iShares MSCI Switzerland ETF EWL Stock Holding History

Tompkins Financial’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
Q4 		– Sell
-2,200
Closed -$115K – 548
2024
Q3 		$115K Hold
2,200
– – 0.01% 254
2024
Q2 		$106K Hold
2,200
– – 0.01% 264
2024
Q1 		$105K Hold
2,200
– – 0.01% 268
2023
Q4 		$106K Hold
2,200
– – 0.01% 263
2023
Q3 		$95.9K Sell
2,200
-600
-21% -$27.5K 0.02% 252
2023
Q2 		$129K Hold
2,800
– – 0.02% 225
2023
Q1 		$127K Hold
2,800
– – 0.02% 230
2022
Q4 		$117K Hold
2,800
– – 0.02% 241
2022
Q3 		$105K Hold
2,800
– – 0.02% 250
2022
Q2 		$116K Hold
2,800
– – 0.02% 239
2022
Q1 		$137K Buy
+2,800
New +$137K 0.02% 239

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
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
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Tompkins Financial's EWL Position: Q4 2024 in Review

Tompkins Financial sold out of iShares MSCI Switzerland ETF (EWL) in Q4 2024, closing a stake of 2,200 shares — an estimated $115K sold.

Tompkins Financial first reported a position in EWL in Q1 2022 and held it in 11 quarters. The position peaked at $137K in Q1 2022. 144 funds tracked by Wall St. Rank hold EWL as of Q4 2024.

  • Tompkins Financial reported no remaining iShares MSCI Switzerland ETF position as of Q4 2024 after selling out during the quarter.
  • Tompkins Financial sold 2,200 iShares MSCI Switzerland ETF shares in Q4 2024, an estimated $115K.
  • Tompkins Financial first reported a position in iShares MSCI Switzerland ETF in Q1 2022 and held it in 11 quarters.
  • Tompkins Financial's iShares MSCI Switzerland ETF position peaked at $137K in Q1 2022.
  • 144 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q4 2024.

Based on Tompkins Financial's 13F filing for Q4 2024, filed 15 Jan 2025.