VAM
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Verity Asset Management’s iShares MSCI Switzerland ETF EWL Stock Holding History

Verity Asset Management’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
2021
Q3 		– Sell
-4,132
Closed -$201K – 204
2021
Q2 		$201K Buy
+4,132
New +$197K 0.11% 213

Other funds holding EWL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Verity Asset Management's EWL Position: Q3 2021 in Review

Verity Asset Management sold out of iShares MSCI Switzerland ETF (EWL) in Q3 2021, closing a stake of 4,132 shares — an estimated $201K sold.

Verity Asset Management first reported a position in EWL in Q2 2021 and held it in 1 quarter. The position peaked at $201K in Q2 2021. 170 funds tracked by Wall St. Rank hold EWL as of Q3 2021.

  • Verity Asset Management reported no remaining iShares MSCI Switzerland ETF position as of Q3 2021 after selling out during the quarter.
  • Verity Asset Management sold 4,132 iShares MSCI Switzerland ETF shares in Q3 2021, an estimated $201K.
  • Verity Asset Management first reported a position in iShares MSCI Switzerland ETF in Q2 2021 and held it in 1 quarter.
  • Verity Asset Management's iShares MSCI Switzerland ETF position peaked at $201K in Q2 2021.
  • 170 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q3 2021.

Based on Verity Asset Management's 13F filing for Q3 2021, filed 10 Nov 2021.