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TS Financial Group (TSFG)’s iShares MSCI Switzerland ETF EWL Stock Holding History

TS Financial Group (TSFG)’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
Q4 		– Sell
-1,625
Closed -$71K – 934
2023
Q3 		$71K Sell
1,625
-228
-12% -$10.5K 0.03% 244
2023
Q2 		$86K Buy
1,853
+37
+2% +$1.74K 0.03% 207
2023
Q1 		$82K Hold
1,816
– – 0.03% 217
2022
Q4 		$76K Hold
1,816
– – 0.03% 225
2022
Q3 		$68K Hold
1,816
– – 0.03% 227
2022
Q2 		$75K Buy
1,816
+34
+2% +$1.53K 0.03% 224
2022
Q1 		$87K Hold
1,782
– – 0.03% 229
2021
Q4 		$94K Buy
1,782
+67
+4% +$3.35K 0.03% 226
2021
Q3 		$80K Sell
1,715
-20
-1% -$993 0.03% 253
2021
Q2 		$84K Buy
1,735
+1,715
+8,575% +$81.8K 0.03% 239
2021
Q1 		$1K Hold
20
– – ﹤0.01% 715
2020
Q4 		$1K Hold
20
– – ﹤0.01% 827
2020
Q3 		$1K Hold
20
– – ﹤0.01% 746
2020
Q2 		$1K Hold
20
– – ﹤0.01% 740
2020
Q1 		$1K Hold
20
– – ﹤0.01% 690
2019
Q4 		$1K Sell
20
-271
-93% -$10.5K ﹤0.01% 709
2019
Q3 		$11K Buy
291
+20
+7% +$747 0.01% 392
2019
Q2 		$10K Sell
271
-508
-65% -$18.4K 0.01% 404
2019
Q1 		$28K Buy
+779
New +$26.3K 0.02% 260

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
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

TS Financial Group (TSFG)'s EWL Position: Q4 2023 in Review

TS Financial Group (TSFG) sold out of iShares MSCI Switzerland ETF (EWL) in Q4 2023, closing a stake of 1,625 shares — an estimated $71K sold.

TS Financial Group (TSFG) first reported a position in EWL in Q1 2019 and held it in 19 quarters. The position peaked at $94K in Q4 2021. 164 funds tracked by Wall St. Rank hold EWL as of Q4 2023.

  • TS Financial Group (TSFG) reported no remaining iShares MSCI Switzerland ETF position as of Q4 2023 after selling out during the quarter.
  • TS Financial Group (TSFG) sold 1,625 iShares MSCI Switzerland ETF shares in Q4 2023, an estimated $71K.
  • TS Financial Group (TSFG) first reported a position in iShares MSCI Switzerland ETF in Q1 2019 and held it in 19 quarters.
  • TS Financial Group (TSFG)'s iShares MSCI Switzerland ETF position peaked at $94K in Q4 2021.
  • 164 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q4 2023.

Based on TS Financial Group (TSFG)'s 13F filing for Q4 2023, filed 24 Jan 2024.