Waterloo Capital’s iShares MSCI Switzerland ETF EWL Stock Holding History

Waterloo Capital’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 Q1	$204K	Buy	+5,766	New	+$224K	0.14%	143

Other funds holding EWL

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Waterloo Capital's EWL Position: Q1 2020 in Review

Waterloo Capital opened a new position in iShares MSCI Switzerland ETF (EWL) in Q1 2020: 5,766 shares worth $204K. The stake represents 0.14% of the portfolio and ranks #143 among its holdings.

132 funds tracked by Wall St. Rank hold EWL as of Q1 2020.

Waterloo Capital held 5,766 shares of iShares MSCI Switzerland ETF worth $204K as of Q1 2020.
iShares MSCI Switzerland ETF was a new Waterloo Capital position in Q1 2020.
iShares MSCI Switzerland ETF made up 0.14% of Waterloo Capital's portfolio in Q1 2020, its #143 holding.
132 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q1 2020.

Based on Waterloo Capital's 13F filing for Q1 2020, filed 1 Jun 2020.