WESPAC Advisors’s iShares MSCI Switzerland ETF EWL Stock Holding History

WESPAC Advisors’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
2022 Q1	–	Sell	-12,170	Closed	-$642K	–	113
2021 Q4	$642K	Sell	12,170 -1,666	-12%	-$83.4K	0.43%	87
2021 Q3	$644K	Buy	13,836 +8,076	+140%	+$401K	0.4%	92
2021 Q2	$280K	Buy	+5,760	New	+$275K	0.54%	74
2016 Q1	–	Sell	-8,360	Closed	-$259K	–	101
2015 Q4	$259K	Buy	8,360 +1,229	+17%	+$38.5K	0.3%	77
2015 Q3	$218K	Sell	7,131 -17,080	-71%	-$557K	0.38%	58
2015 Q2	$793K	Sell	24,211 -3,569	-13%	-$124K	0.6%	62
2015 Q1	$923K	Sell	27,780 -184	-0.7%	-$6.01K	0.7%	59
2014 Q4	$886K	Sell	27,964 -181	-0.6%	-$5.81K	0.62%	58
2014 Q3	$915K	Buy	28,145 +4,278	+18%	+$143K	0.73%	55
2014 Q2	$819K	Sell	23,867 -3,151	-12%	-$110K	0.93%	40
2014 Q1	$928K	Buy	27,018 +1,483	+6%	+$49.3K	0.8%	48
2013 Q4	$842K	Buy	25,535 +2,599	+11%	+$82.9K	0.7%	63
2013 Q3	$717K	Buy	22,936 +6,006	+35%	+$181K	0.84%	45
2013 Q2	$485K	Buy	+16,930	New	+$506K	0.74%	56

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

WESPAC Advisors's EWL Position: Q1 2022 in Review

WESPAC Advisors sold out of iShares MSCI Switzerland ETF (EWL) in Q1 2022, closing a stake of 12,170 shares — an estimated $642K sold.

WESPAC Advisors first reported a position in EWL in Q2 2013 and held it in 14 quarters. The position peaked at $928K in Q1 2014. 156 funds tracked by Wall St. Rank hold EWL as of Q1 2022.

WESPAC Advisors reported no remaining iShares MSCI Switzerland ETF position as of Q1 2022 after selling out during the quarter.
WESPAC Advisors sold 12,170 iShares MSCI Switzerland ETF shares in Q1 2022, an estimated $642K.
WESPAC Advisors first reported a position in iShares MSCI Switzerland ETF in Q2 2013 and held it in 14 quarters.
WESPAC Advisors's iShares MSCI Switzerland ETF position peaked at $928K in Q1 2014.
156 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q1 2022.

Based on WESPAC Advisors's 13F filing for Q1 2022, filed 27 Apr 2022.