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Wealth Quarterback’s iShares MSCI Switzerland ETF EWL Stock Holding History

Wealth Quarterback’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 		$31K Sell
657
-100
-13% -$4.96K 0.02% 300
2021
Q2 		$37K Buy
+757
New +$36.1K 0.02% 269
2020
Q2 		– Sell
-734
Closed -$25.9K – 313
2020
Q1 		$25.9K Hold
734
– – 0.02% 298
2019
Q4 		$29.8K Buy
+734
New +$28.3K 0.03% 300

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

Wealth Quarterback's EWL Position: Q3 2021 in Review

Wealth Quarterback reduced its iShares MSCI Switzerland ETF (EWL) stake by 13% in Q3 2021, selling an estimated $4.96K and leaving 657 shares worth $31K. The position accounts for 0.02% of the portfolio, ranked #300.

Wealth Quarterback first reported a position in EWL in Q4 2019 and has held it in 4 quarters since. The position peaked at $37K in Q2 2021. 170 funds tracked by Wall St. Rank hold EWL as of Q3 2021.

  • Wealth Quarterback held 657 shares of iShares MSCI Switzerland ETF worth $31K as of Q3 2021.
  • Wealth Quarterback sold 100 iShares MSCI Switzerland ETF shares in Q3 2021, an estimated $4.96K.
  • iShares MSCI Switzerland ETF made up 0.02% of Wealth Quarterback's portfolio in Q3 2021, its #300 holding.
  • Wealth Quarterback first reported a position in iShares MSCI Switzerland ETF in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's iShares MSCI Switzerland ETF position peaked at $37K in Q2 2021.
  • 170 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.