Vontobel Swiss Wealth Advisors’s iShares MSCI Switzerland ETF EWL Stock Holding History

Vontobel Swiss Wealth Advisors’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 Q2	$1.33M	Sell	28,145 -2,550	-8%	-$122K	0.69%	29
2021 Q1	$1.36M	Buy	30,695 +5,271	+21%	+$235K	0.76%	27
2020 Q4	$1.14M	Buy	25,424 +5,658	+29%	+$240K	0.65%	32
2020 Q3	$801K	Buy	19,766 +830	+4%	+$34.3K	0.56%	35
2020 Q2	$738K	Sell	18,936 -44,732	-70%	-$1.68M	0.48%	42
2020 Q1	$2.25M	Buy	63,668 +29,599	+87%	+$1.15M	1.71%	24
2019 Q4	$1.39M	Buy	34,069 +3,041	+10%	+$117K	0.91%	37
2019 Q3	$1.17M	Sell	31,028 -195	-0.6%	-$7.28K	0.75%	45
2019 Q2	$1.17M	Buy	31,223 +5,380	+21%	+$195K	0.63%	55
2019 Q1	$883K	Sell	25,843 -192,143	-88%	-$6.5M	0.96%	26
2018 Q4	$6.51M	Sell	217,986 -18,172	-8%	-$594K	4.84%	4
2018 Q3	$7.72M	Sell	236,158 -23,205	-9%	-$795K	4.52%	5
2018 Q2	$8.45M	Sell	259,363 -105,971	-29%	-$3.58M	4.8%	4
2018 Q1	$12.6M	Buy	365,334 +91,124	+33%	+$3.24M	6.63%	1
2017 Q4	$9.18M	Buy	274,210 +18,548	+7%	+$646K	5.4%	3
2017 Q3	$8.4M	Buy	255,662 +3,274	+1%	+$113K	5.13%	4
2017 Q2	$8.66M	Sell	252,388 -226,448	-47%	-$7.66M	5.51%	4
2017 Q1	$15.3M	Buy	478,836 +45,171	+10%	+$1.4M	8.29%	1
2016 Q4	$12.8M	Sell	433,665 -46,576	-10%	-$1.36M	7.85%	2
2016 Q3	$14.7M	Buy	480,241 +32,236	+7%	+$975K	7.86%	2
2016 Q2	$12M	Buy	448,005 +7,685	+2%	+$232K	7.09%	2
2016 Q1	$13.1M	Buy	440,320 +86,653	+25%	+$2.52M	6.96%	2
2015 Q4	$11M	Buy	353,667 +97,910	+38%	+$3.07M	6.46%	2
2015 Q3	$7.64M	Sell	255,757 -55,194	-18%	-$1.8M	5.25%	2
2015 Q2	$9.14M	Buy	310,951 +68,830	+28%	+$2.39M	6.12%	2
2015 Q1	$8.04M	Sell	242,121 -32,042	-12%	-$1.05M	5.47%	5
2014 Q4	$8.69M	Buy	+274,163	New	+$8.8M	6.35%	5

Other funds holding EWL

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's EWL Position: Q2 2021 in Review

Vontobel Swiss Wealth Advisors reduced its iShares MSCI Switzerland ETF (EWL) stake by 8.3% in Q2 2021, selling an estimated $122K and leaving 28,145 shares worth $1.33M. The position accounts for 0.69% of the portfolio, ranked #29.

Vontobel Swiss Wealth Advisors first reported a position in EWL in Q4 2014 and has held it in 27 quarters since. The position peaked at $15.3M in Q1 2017. 160 funds tracked by Wall St. Rank hold EWL as of Q2 2021.

Vontobel Swiss Wealth Advisors held 28,145 shares of iShares MSCI Switzerland ETF worth $1.33M as of Q2 2021.
Vontobel Swiss Wealth Advisors sold 2,550 iShares MSCI Switzerland ETF shares in Q2 2021, an estimated $122K.
iShares MSCI Switzerland ETF made up 0.69% of Vontobel Swiss Wealth Advisors's portfolio in Q2 2021, its #29 holding.
Vontobel Swiss Wealth Advisors first reported a position in iShares MSCI Switzerland ETF in Q4 2014 and has held it in 27 quarters since.
Vontobel Swiss Wealth Advisors's iShares MSCI Switzerland ETF position peaked at $15.3M in Q1 2017.
160 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q2 2021.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.