WealthOne’s iShares MSCI Switzerland ETF EWL Stock Holding History

WealthOne’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
2019 Q3	–	Sell	-8,140	Closed	-$306K	–	91
2019 Q2	$306K	Buy	+8,140	New	+$295K	0.22%	70
2019 Q1	–	Sell	-3,371	Closed	-$106K	–	218
2018 Q4	$106K	Buy	+3,371	New	+$110K	0.09%	113

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

WealthOne's EWL Position: Q3 2019 in Review

WealthOne sold out of iShares MSCI Switzerland ETF (EWL) in Q3 2019, closing a stake of 8,140 shares — an estimated $306K sold.

WealthOne first reported a position in EWL in Q4 2018 and held it in 2 quarters. The position peaked at $306K in Q2 2019. 137 funds tracked by Wall St. Rank hold EWL as of Q3 2019.

WealthOne reported no remaining iShares MSCI Switzerland ETF position as of Q3 2019 after selling out during the quarter.
WealthOne sold 8,140 iShares MSCI Switzerland ETF shares in Q3 2019, an estimated $306K.
WealthOne first reported a position in iShares MSCI Switzerland ETF in Q4 2018 and held it in 2 quarters.
WealthOne's iShares MSCI Switzerland ETF position peaked at $306K in Q2 2019.
137 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q3 2019.

Based on WealthOne's 13F filing for Q3 2019, filed 14 Nov 2019.