TW
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Transform Wealth’s iShares MSCI Switzerland ETF EWL Stock Holding History

Transform Wealth’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
2019
Q3 		– Sell
-9,022
Closed -$338K – 220
2019
Q2 		$338K Buy
+9,022
New +$327K 0.05% 197

Other funds holding EWL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

Transform Wealth's EWL Position: Q3 2019 in Review

Transform Wealth sold out of iShares MSCI Switzerland ETF (EWL) in Q3 2019, closing a stake of 9,022 shares — an estimated $338K sold.

Transform Wealth first reported a position in EWL in Q2 2019 and held it in 1 quarter. The position peaked at $338K in Q2 2019. 137 funds tracked by Wall St. Rank hold EWL as of Q3 2019.

  • Transform Wealth reported no remaining iShares MSCI Switzerland ETF position as of Q3 2019 after selling out during the quarter.
  • Transform Wealth sold 9,022 iShares MSCI Switzerland ETF shares in Q3 2019, an estimated $338K.
  • Transform Wealth first reported a position in iShares MSCI Switzerland ETF in Q2 2019 and held it in 1 quarter.
  • Transform Wealth's iShares MSCI Switzerland ETF position peaked at $338K in Q2 2019.
  • 137 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q3 2019.

Based on Transform Wealth's 13F filing for Q3 2019, filed 24 Oct 2019.