WP
EWL icon

WealthPLAN Partners’s iShares MSCI Switzerland ETF EWL Stock Holding History

WealthPLAN 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
2015
Q2 		– Sell
-124
Closed -$4K – 454
2015
Q1 		$4K Buy
+124
New +$4.05K ﹤0.01% 438

Other funds holding EWL

MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
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

WealthPLAN Partners's EWL Position: Q2 2015 in Review

WealthPLAN Partners sold out of iShares MSCI Switzerland ETF (EWL) in Q2 2015, closing a stake of 124 shares — an estimated $4K sold.

WealthPLAN Partners 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.

  • WealthPLAN Partners reported no remaining iShares MSCI Switzerland ETF position as of Q2 2015 after selling out during the quarter.
  • WealthPLAN Partners sold 124 iShares MSCI Switzerland ETF shares in Q2 2015, an estimated $4K.
  • WealthPLAN Partners first reported a position in iShares MSCI Switzerland ETF in Q1 2015 and held it in 1 quarter.
  • WealthPLAN Partners'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 WealthPLAN Partners's 13F filing for Q2 2015, filed 10 Aug 2015.