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

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

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

William Blair Investment Management

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return