Wealthcare Advisory Partners’s iShares MSCI Switzerland ETF EWL Stock Holding History

Wealthcare Advisory Partners’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	–	Sell	-35	Closed	-$2K	–	944
2021 Q1	$2K	Buy	+35	New	+$1.56K	﹤0.01%	1863
2020 Q2	–	Sell	-34	Closed	-$1K	–	642
2020 Q1	$1K	Buy	+34	New	+$1.32K	﹤0.01%	1388
2018 Q2	–	Sell	-595	Closed	-$20K	–	1256
2018 Q1	$20K	Sell	595 -10	-2%	-$356	﹤0.01%	576
2017 Q4	$22K	Buy	605 +580	+2,320%	+$20.2K	0.01%	517
2017 Q3	$1K	Buy	+25	New	+$862	﹤0.01%	814
2016 Q3	–	Sell	-10	Closed	–	–	100
2016 Q2	$0	Buy	+10	New	+$302	﹤0.01%	118

Other funds holding EWL

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

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 Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 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

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

Wealthcare Advisory Partners's EWL Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of iShares MSCI Switzerland ETF (EWL) in Q2 2021, closing a stake of 35 shares — an estimated $2K sold.

Wealthcare Advisory Partners first reported a position in EWL in Q2 2016 and held it in 6 quarters. The position peaked at $22K in Q4 2017. 160 funds tracked by Wall St. Rank hold EWL as of Q2 2021.

Wealthcare Advisory Partners reported no remaining iShares MSCI Switzerland ETF position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 35 iShares MSCI Switzerland ETF shares in Q2 2021, an estimated $2K.
Wealthcare Advisory Partners first reported a position in iShares MSCI Switzerland ETF in Q2 2016 and held it in 6 quarters.
Wealthcare Advisory Partners's iShares MSCI Switzerland ETF position peaked at $22K in Q4 2017.
160 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.