Wolf Group Capital Advisors’s iShares MSCI Switzerland ETF EWL Stock Holding History

Wolf Group Capital 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
2018 Q4	–	Sell	-46,824	Closed	-$1.62M	–	85
2018 Q3	$1.62M	Sell	46,824 -19,036	-29%	-$652K	1.06%	34
2018 Q2	$2.15M	Buy	65,860 +698	+1%	+$23.6K	1.4%	27
2018 Q1	$2.24M	Sell	65,162 -4,186	-6%	-$149K	1.48%	23
2017 Q4	$2.47M	Buy	69,348 +3,821	+6%	+$133K	1.54%	19
2017 Q3	$2.31M	Buy	+65,527	New	+$2.26M	1.6%	17

Other funds holding EWL

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

1CP

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Xponance Philadelphia, Pennsylvania $16.3B AUM 44.61% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wolf Group Capital Advisors's EWL Position: Q4 2018 in Review

Wolf Group Capital Advisors sold out of iShares MSCI Switzerland ETF (EWL) in Q4 2018, closing a stake of 46,824 shares — an estimated $1.62M sold.

Wolf Group Capital Advisors first reported a position in EWL in Q3 2017 and held it in 5 quarters. The position peaked at $2.47M in Q4 2017. 131 funds tracked by Wall St. Rank hold EWL as of Q4 2018.

Wolf Group Capital Advisors reported no remaining iShares MSCI Switzerland ETF position as of Q4 2018 after selling out during the quarter.
Wolf Group Capital Advisors sold 46,824 iShares MSCI Switzerland ETF shares in Q4 2018, an estimated $1.62M.
Wolf Group Capital Advisors first reported a position in iShares MSCI Switzerland ETF in Q3 2017 and held it in 5 quarters.
Wolf Group Capital Advisors's iShares MSCI Switzerland ETF position peaked at $2.47M in Q4 2017.
131 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q4 2018.

Based on Wolf Group Capital Advisors's 13F filing for Q4 2018, filed 22 Jan 2019.