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

TRUE Private 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
2018
Q4 		– Sell
-468
Closed -$16.2K – 463
2018
Q3 		$16.2K Buy
+468
New +$16K ﹤0.01% 650

Other funds holding EWL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $16.3B AUM 44.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

TRUE Private Wealth Advisors's EWL Position: Q4 2018 in Review

TRUE Private Wealth Advisors sold out of iShares MSCI Switzerland ETF (EWL) in Q4 2018, closing a stake of 468 shares — an estimated $16.2K sold.

TRUE Private Wealth Advisors first reported a position in EWL in Q3 2018 and held it in 1 quarter. The position peaked at $16.2K in Q3 2018. 131 funds tracked by Wall St. Rank hold EWL as of Q4 2018.

  • TRUE Private Wealth Advisors reported no remaining iShares MSCI Switzerland ETF position as of Q4 2018 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 468 iShares MSCI Switzerland ETF shares in Q4 2018, an estimated $16.2K.
  • TRUE Private Wealth Advisors first reported a position in iShares MSCI Switzerland ETF in Q3 2018 and held it in 1 quarter.
  • TRUE Private Wealth Advisors's iShares MSCI Switzerland ETF position peaked at $16.2K in Q3 2018.
  • 131 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q4 2018.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.