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

Weatherstone 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
2019 Q1	$207K	Buy	+5,851	New	+$198K	0.22%	83
2018 Q4	–	Sell	-6,020	Closed	-$209K	–	177
2018 Q3	$209K	Sell	6,020 -410	-6%	-$14K	0.16%	92
2018 Q2	$209K	Sell	6,430 -289	-4%	-$9.78K	0.17%	77
2018 Q1	$231K	Sell	6,719 -156	-2%	-$5.55K	0.17%	78
2017 Q4	$245K	Buy	6,875 +81	+1%	+$2.82K	0.16%	80
2017 Q3	$238K	Sell	6,794 -425	-6%	-$14.7K	0.16%	72
2017 Q2	$248K	Sell	7,219 -630	-8%	-$21.3K	0.16%	76
2017 Q1	$251K	Sell	7,849 -715	-8%	-$22.2K	0.28%	58
2016 Q4	$252K	Sell	8,564 -96	-1%	-$2.8K	0.16%	71
2016 Q3	$265K	Sell	8,660 -1,501	-15%	-$45.4K	0.22%	73
2016 Q2	$301K	Sell	10,161 -3,350	-25%	-$101K	0.25%	62
2016 Q1	$402K	Sell	13,511 -3,779	-22%	-$110K	0.29%	49
2015 Q4	$537K	Sell	17,290 -2,740	-14%	-$85.9K	0.61%	34
2015 Q3	$613K	Sell	20,030 -2,031	-9%	-$66.2K	0.57%	23
2015 Q2	$722K	Buy	+22,061	New	+$768K	0.64%	33

Other funds holding EWL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Weatherstone Capital Management's EWL Position: Q1 2019 in Review

Weatherstone Capital Management opened a new position in iShares MSCI Switzerland ETF (EWL) in Q1 2019: 5,851 shares worth $207K. The stake represents 0.22% of the portfolio and ranks #83 among its holdings. This is a return to the name: Weatherstone Capital Management previously reported a position in EWL as recently as Q3 2018.

Weatherstone Capital Management first reported a position in EWL in Q2 2015 and has held it in 15 quarters since. The position peaked at $722K in Q2 2015. 134 funds tracked by Wall St. Rank hold EWL as of Q1 2019.

Weatherstone Capital Management held 5,851 shares of iShares MSCI Switzerland ETF worth $207K as of Q1 2019.
iShares MSCI Switzerland ETF was a new Weatherstone Capital Management position in Q1 2019.
iShares MSCI Switzerland ETF made up 0.22% of Weatherstone Capital Management's portfolio in Q1 2019, its #83 holding.
Weatherstone Capital Management first reported a position in iShares MSCI Switzerland ETF in Q2 2015 and has held it in 15 quarters since.
Weatherstone Capital Management's iShares MSCI Switzerland ETF position peaked at $722K in Q2 2015.
134 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q1 2019.

Based on Weatherstone Capital Management's 13F filing for Q1 2019, filed 16 Apr 2019.