Valley National Advisers’s iShares MSCI Switzerland ETF EWL Stock Holding History

Valley National Advisers’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
2020 Q2	–	Sell	-113	Closed	-$4K	–	792
2020 Q1	$4K	Hold	113	–	–	﹤0.01%	567
2019 Q4	$5K	Hold	113	–	–	﹤0.01%	604
2019 Q3	$4K	Buy	+113	New	+$4.22K	﹤0.01%	606

Other funds holding EWL

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Valley National Advisers's EWL Position: Q2 2020 in Review

Valley National Advisers sold out of iShares MSCI Switzerland ETF (EWL) in Q2 2020, closing a stake of 113 shares — an estimated $4K sold.

Valley National Advisers first reported a position in EWL in Q3 2019 and held it in 3 quarters. The position peaked at $5K in Q4 2019. 138 funds tracked by Wall St. Rank hold EWL as of Q2 2020.

Valley National Advisers reported no remaining iShares MSCI Switzerland ETF position as of Q2 2020 after selling out during the quarter.
Valley National Advisers sold 113 iShares MSCI Switzerland ETF shares in Q2 2020, an estimated $4K.
Valley National Advisers first reported a position in iShares MSCI Switzerland ETF in Q3 2019 and held it in 3 quarters.
Valley National Advisers's iShares MSCI Switzerland ETF position peaked at $5K in Q4 2019.
138 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q2 2020.

Based on Valley National Advisers's 13F filing for Q2 2020, filed 10 Aug 2020.