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Wealthcare Capital Management’s iShares MSCI Switzerland ETF EWL Stock Holding History

Wealthcare Capital Management’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
2015
Q2 		– Sell
-125
Closed -$4K – 543
2015
Q1 		$4K Buy
+125
New +$4.08K ﹤0.01% 685

Other funds holding EWL

MAA
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

Wealthcare Capital Management's EWL Position: Q2 2015 in Review

Wealthcare Capital Management sold out of iShares MSCI Switzerland ETF (EWL) in Q2 2015, closing a stake of 125 shares — an estimated $4K sold.

Wealthcare Capital Management first reported a position in EWL in Q1 2015 and held it in 1 quarter. The position peaked at $4K in Q1 2015. 134 funds tracked by Wall St. Rank hold EWL as of Q2 2015.

  • Wealthcare Capital Management reported no remaining iShares MSCI Switzerland ETF position as of Q2 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 125 iShares MSCI Switzerland ETF shares in Q2 2015, an estimated $4K.
  • Wealthcare Capital Management first reported a position in iShares MSCI Switzerland ETF in Q1 2015 and held it in 1 quarter.
  • Wealthcare Capital Management's iShares MSCI Switzerland ETF position peaked at $4K in Q1 2015.
  • 134 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q2 2015.

Based on Wealthcare Capital Management's 13F filing for Q2 2015, filed 24 Aug 2015.