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Transamerica Financial Advisors’s iShares MSCI Switzerland ETF EWL Stock Holding History

Transamerica Financial 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
2024
Q1 		– Sell
-1
Closed -$1K – 632
2023
Q4 		$1K Sell
1
-1
-50% -$45 ﹤0.01% 446
2023
Q3 		$1K Buy
2
+1
+100% +$46 ﹤0.01% 473
2023
Q2 		$1K Hold
1
– – ﹤0.01% 445
2023
Q1 		$1K Sell
1
-1
-50% -$44 ﹤0.01% 429
2022
Q4 		$1K Buy
2
+1
+100% +$41 ﹤0.01% 487
2022
Q3 		$1K Sell
1
-1
-50% -$41 ﹤0.01% 454
2022
Q2 		$1K Buy
+2
New +$90 ﹤0.01% 468
2020
Q3 		– Sell
-10,873
Closed -$424K – 266
2020
Q2 		$424K Buy
+10,873
New +$408K 0.09% 111
2019
Q3 		– Sell
-28
Closed -$2K – 220
2019
Q2 		$2K Buy
+28
New +$1.02K ﹤0.01% 383
2019
Q1 		– Sell
-34
Closed -$2K – 205
2018
Q4 		$2K Sell
34
-14
-29% -$457 ﹤0.01% 358
2018
Q3 		$2K Buy
48
+1
+2% +$34 ﹤0.01% 365
2018
Q2 		$2K Sell
47
-15
-24% -$507 ﹤0.01% 310
2018
Q1 		$3K Sell
62
-14
-18% -$498 ﹤0.01% 301
2017
Q4 		$3K Sell
76
-4
-5% -$139 ﹤0.01% 293
2017
Q3 		$3K Sell
80
-7,458
-99% -$257K ﹤0.01% 296
2017
Q2 		$259K Buy
7,538
+7,298
+3,041% +$247K 0.04% 201
2017
Q1 		$8K Sell
240
-16
-6% -$496 ﹤0.01% 259
2016
Q4 		$8K Sell
256
-11,144
-98% -$325K ﹤0.01% 255
2016
Q3 		$349K Sell
11,400
-555
-5% -$16.8K 0.04% 211
2016
Q2 		$355K Sell
11,955
-47,818
-80% -$1.44M 0.04% 206
2016
Q1 		$1.78M Buy
59,773
+2,151
+4% +$62.5K 0.15% 125
2015
Q4 		$1.79M Buy
57,622
+331
+0.6% +$10.4K 0.13% 130
2015
Q3 		$1.75M Buy
57,291
+8,866
+18% +$289K 0.14% 119
2015
Q2 		$1.59M Buy
48,425
+31,974
+194% +$1.11M 0.11% 135
2015
Q1 		$547K Buy
16,451
+1,414
+9% +$46.2K 0.04% 219
2014
Q4 		$477K Sell
15,037
-51,488
-77% -$1.65M 0.04% 191
2014
Q3 		$2.16M Buy
66,525
+55,640
+511% +$1.86M 0.2% 72
2014
Q2 		$374K Buy
+10,885
New +$380K 0.03% 211

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Transamerica Financial Advisors's EWL Position: Q1 2024 in Review

Transamerica Financial Advisors sold out of iShares MSCI Switzerland ETF (EWL) in Q1 2024, closing a stake of 1 share — an estimated $1K sold.

Transamerica Financial Advisors first reported a position in EWL in Q2 2014 and held it in 28 quarters. The position peaked at $2.16M in Q3 2014. 154 funds tracked by Wall St. Rank hold EWL as of Q1 2024.

  • Transamerica Financial Advisors reported no remaining iShares MSCI Switzerland ETF position as of Q1 2024 after selling out during the quarter.
  • Transamerica Financial Advisors sold 1 iShares MSCI Switzerland ETF share in Q1 2024, an estimated $1K.
  • Transamerica Financial Advisors first reported a position in iShares MSCI Switzerland ETF in Q2 2014 and held it in 28 quarters.
  • Transamerica Financial Advisors's iShares MSCI Switzerland ETF position peaked at $2.16M in Q3 2014.
  • 154 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q1 2024.

Based on Transamerica Financial Advisors's 13F filing for Q1 2024, filed 15 May 2024.