Vontobel Swiss Wealth Advisors’s iShares MSCI Canada ETF EWC Stock Holding History

Vontobel Swiss Wealth Advisors’s Portfolio EWC Stock Details EWC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-10,700	Closed	-$306K	–	108
2019 Q2	$306K	Buy	10,700 +1,500	+16%	+$42.3K	0.16%	100
2019 Q1	$248K	Hold	9,200	–	–	0.27%	49
2018 Q4	$214K	Hold	9,200	–	–	0.16%	73
2018 Q3	$256K	Buy	+9,200	New	+$265K	0.15%	71
2018 Q1	–	Sell	-9,130	Closed	-$271K	–	88
2017 Q4	$271K	Hold	9,130	–	–	0.16%	69
2017 Q3	$264K	Hold	9,130	–	–	0.16%	61
2017 Q2	$244K	Buy	+9,130	New	+$242K	0.16%	59
2017 Q1	–	Sell	-25,267	Closed	-$661K	–	72
2016 Q4	$661K	Buy	25,267 +500	+2%	+$12.9K	0.41%	45
2016 Q3	$636K	Hold	24,767	–	–	0.34%	44
2016 Q2	$546K	Sell	24,767 -20	-0.1%	-$490	0.32%	49
2016 Q1	$588K	Buy	24,787 +800	+3%	+$17.1K	0.31%	47
2015 Q4	$516K	Sell	23,987 -1,405	-6%	-$32.6K	0.3%	44
2015 Q3	$571K	Buy	25,392 +360	+1%	+$8.86K	0.39%	39
2015 Q2	$599K	Sell	25,032 -690	-3%	-$19.5K	0.4%	36
2015 Q1	$699K	Buy	25,722 +23,722	+1,186%	+$651K	0.48%	37
2014 Q4	$58K	Buy	+2,000	New	+$58.9K	0.04%	48

Other funds holding EWC

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ZIG

Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's EWC Position: Q3 2019 in Review

Vontobel Swiss Wealth Advisors sold out of iShares MSCI Canada ETF (EWC) in Q3 2019, closing a stake of 10,700 shares — an estimated $306K sold.

Vontobel Swiss Wealth Advisors first reported a position in EWC in Q4 2014 and held it in 16 quarters. The position peaked at $699K in Q1 2015. 234 funds tracked by Wall St. Rank hold EWC as of Q3 2019.

Vontobel Swiss Wealth Advisors reported no remaining iShares MSCI Canada ETF position as of Q3 2019 after selling out during the quarter.
Vontobel Swiss Wealth Advisors sold 10,700 iShares MSCI Canada ETF shares in Q3 2019, an estimated $306K.
Vontobel Swiss Wealth Advisors first reported a position in iShares MSCI Canada ETF in Q4 2014 and held it in 16 quarters.
Vontobel Swiss Wealth Advisors's iShares MSCI Canada ETF position peaked at $699K in Q1 2015.
234 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q3 2019.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q3 2019, filed 25 Oct 2019.