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

WFG 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
2016 Q2	–	Sell	-87	Closed	-$3K	–	1599
2016 Q1	$3K	Hold	87	–	–	﹤0.01%	1271
2015 Q4	$3K	Hold	87	–	–	﹤0.01%	1297
2015 Q3	$3K	Buy	87 +2	+2%	+$65	﹤0.01%	1345
2015 Q2	$3K	Hold	85	–	–	﹤0.01%	1417
2015 Q1	$3K	Hold	85	–	–	﹤0.01%	1462
2014 Q4	$3K	Sell	85 -389	-82%	-$12.5K	﹤0.01%	1763
2014 Q3	$15K	Buy	+474	New	+$15.8K	﹤0.01%	1369
2014 Q2	–	Sell	-1,047	Closed	-$36K	–	2000
2014 Q1	$36K	Hold	1,047	–	–	0.01%	1028
2013 Q4	$35K	Hold	1,047	–	–	0.01%	1129
2013 Q3	$33K	Buy	+1,047	New	+$31.6K	0.01%	1080

Other funds holding EWL

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

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

PAG

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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

1CP

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

WFG Advisors's EWL Position: Q2 2016 in Review

WFG Advisors sold out of iShares MSCI Switzerland ETF (EWL) in Q2 2016, closing a stake of 87 shares — an estimated $3K sold.

WFG Advisors first reported a position in EWL in Q3 2013 and held it in 10 quarters. The position peaked at $36K in Q1 2014. 120 funds tracked by Wall St. Rank hold EWL as of Q2 2016.

WFG Advisors reported no remaining iShares MSCI Switzerland ETF position as of Q2 2016 after selling out during the quarter.
WFG Advisors sold 87 iShares MSCI Switzerland ETF shares in Q2 2016, an estimated $3K.
WFG Advisors first reported a position in iShares MSCI Switzerland ETF in Q3 2013 and held it in 10 quarters.
WFG Advisors's iShares MSCI Switzerland ETF position peaked at $36K in Q1 2014.
120 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q2 2016.

Based on WFG Advisors's 13F filing for Q2 2016, filed 11 Aug 2016.