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Unique Wealth Strategies’s iShares MSCI Switzerland ETF EWL Stock Holding History

Unique Wealth Strategies’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
-4,601
Closed -$222K – 191
2023
Q4 		$222K Buy
+4,601
New +$205K 0.15% 130

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 $1.37T AUM 24.88% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 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 $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $666B AUM 30.12% 1-Year Est. Return

Unique Wealth Strategies's EWL Position: Q1 2024 in Review

Unique Wealth Strategies sold out of iShares MSCI Switzerland ETF (EWL) in Q1 2024, closing a stake of 4,601 shares — an estimated $222K sold.

Unique Wealth Strategies first reported a position in EWL in Q4 2023 and held it in 1 quarter. The position peaked at $222K in Q4 2023. 154 funds tracked by Wall St. Rank hold EWL as of Q1 2024.

  • Unique Wealth Strategies reported no remaining iShares MSCI Switzerland ETF position as of Q1 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 4,601 iShares MSCI Switzerland ETF shares in Q1 2024, an estimated $222K.
  • Unique Wealth Strategies first reported a position in iShares MSCI Switzerland ETF in Q4 2023 and held it in 1 quarter.
  • Unique Wealth Strategies's iShares MSCI Switzerland ETF position peaked at $222K in Q4 2023.
  • 154 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q1 2024.

Based on Unique Wealth Strategies's 13F filing for Q1 2024, filed 26 Apr 2024.