United Capital Financial Advisors’s iShares MSCI Switzerland ETF EWL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,086
| Closed | -$222K | – | 1074 |
|
|
2023
Q3 | $222K | Hold |
5,086
| – | – | ﹤0.01% | 783 |
|
|
2023
Q2 | $235K | Hold |
5,086
| – | – | ﹤0.01% | 822 |
|
|
2023
Q1 | $230K | Sell |
5,086
-77
| -1% | -$3.4K | ﹤0.01% | 894 |
|
|
2022
Q4 | $216K | Buy |
+5,163
| New | +$210K | ﹤0.01% | 964 |
|
|
2022
Q3 | – | Sell |
-5,400
| Closed | -$224K | – | 1102 |
|
|
2022
Q2 | $224K | Hold |
5,400
| – | – | ﹤0.01% | 1024 |
|
|
2022
Q1 | $265K | Sell |
5,400
-98
| -2% | -$4.79K | ﹤0.01% | 1026 |
|
|
2021
Q4 | $290K | Sell |
5,498
-794
| -13% | -$39.8K | ﹤0.01% | 1037 |
|
|
2021
Q3 | $293K | Buy |
6,292
+98
| +2% | +$4.87K | ﹤0.01% | 1019 |
|
|
2021
Q2 | $301K | Sell |
6,194
-511
| -8% | -$24.4K | ﹤0.01% | 1022 |
|
|
2021
Q1 | $296K | Sell |
6,705
-677
| -9% | -$30.2K | ﹤0.01% | 986 |
|
|
2020
Q4 | $330K | Sell |
7,382
-82,667
| -92% | -$3.51M | ﹤0.01% | 960 |
|
|
2020
Q3 | $3.7M | Sell |
90,049
-124,186
| -58% | -$5.13M | 0.02% | 387 |
|
|
2020
Q2 | $8.35M | Buy |
214,235
+33,365
| +18% | +$1.25M | 0.06% | 277 |
|
|
2020
Q1 | $6.4M | Sell |
180,870
-329,996
| -65% | -$12.8M | 0.05% | 299 |
|
|
2019
Q4 | $20.8M | Sell |
510,866
-136,663
| -21% | -$5.28M | 0.13% | 187 |
|
|
2019
Q3 | $24.4M | Sell |
647,529
-103,196
| -14% | -$3.85M | 0.17% | 136 |
|
|
2019
Q2 | $28.2M | Sell |
750,725
-96,793
| -11% | -$3.51M | 0.18% | 118 |
|
|
2019
Q1 | $30M | Buy |
847,518
+831,575
| +5,216% | +$28.1M | 0.21% | 106 |
|
|
2018
Q4 | $503K | Sell |
15,943
-738,319
| -98% | -$24.1M | ﹤0.01% | 916 |
|
|
2018
Q3 | $26.2M | Buy |
754,262
+731,580
| +3,225% | +$25.1M | 0.18% | 120 |
|
|
2018
Q2 | $739K | Sell |
22,682
-1,840
| -8% | -$62.2K | 0.01% | 839 |
|
|
2018
Q1 | $843K | Sell |
24,522
-3,045
| -11% | -$108K | 0.01% | 817 |
|
|
2017
Q4 | $981K | Sell |
27,567
-3,270
| -11% | -$114K | 0.01% | 781 |
|
|
2017
Q3 | $1.08M | Sell |
30,837
-398
| -1% | -$13.7K | 0.01% | 755 |
|
|
2017
Q2 | $1.07M | Sell |
31,235
-6,521
| -17% | -$220K | 0.01% | 745 |
|
|
2017
Q1 | $1.21M | Buy |
37,756
+350
| +0.9% | +$10.9K | 0.01% | 697 |
|
|
2016
Q4 | $1.1M | Sell |
37,406
-5,863
| -14% | -$171K | 0.01% | 729 |
|
|
2016
Q3 | $1.32M | Buy |
43,269
+4,557
| +12% | +$138K | 0.01% | 704 |
|
|
2016
Q2 | $1.16M | Sell |
38,712
-3,014
| -7% | -$91K | 0.01% | 694 |
|
|
2016
Q1 | $1.24M | Buy |
41,726
+31,699
| +316% | +$922K | 0.01% | 648 |
|
|
2015
Q4 | $311K | Sell |
10,027
-485
| -5% | -$15.2K | ﹤0.01% | 1007 |
|
|
2015
Q3 | $322K | Buy |
+10,512
| New | +$343K | ﹤0.01% | 1040 |
|
Other funds holding EWL
1CP
CCA
United Capital Financial Advisors's EWL Position: Q4 2023 in Review
United Capital Financial Advisors sold out of iShares MSCI Switzerland ETF (EWL) in Q4 2023, closing a stake of 5,086 shares — an estimated $222K sold.
United Capital Financial Advisors first reported a position in EWL in Q3 2015 and held it in 32 quarters. The position peaked at $30M in Q1 2019. 164 funds tracked by Wall St. Rank hold EWL as of Q4 2023.
- United Capital Financial Advisors reported no remaining iShares MSCI Switzerland ETF position as of Q4 2023 after selling out during the quarter.
- United Capital Financial Advisors sold 5,086 iShares MSCI Switzerland ETF shares in Q4 2023, an estimated $222K.
- United Capital Financial Advisors first reported a position in iShares MSCI Switzerland ETF in Q3 2015 and held it in 32 quarters.
- United Capital Financial Advisors's iShares MSCI Switzerland ETF position peaked at $30M in Q1 2019.
- 164 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q4 2023.
Based on United Capital Financial Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.