Woodward Diversified Capital’s iShares MSCI Switzerland ETF EWL Stock Holding History

Woodward Diversified Capital’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 Q2	–	Sell	-5,689	Closed	-$279K	–	141
2022 Q1	$279K	Sell	5,689 -2,340	-29%	-$114K	0.18%	124
2021 Q4	$423K	Sell	8,029 -7,936	-50%	-$397K	0.25%	104
2021 Q3	$744K	Buy	+15,965	New	+$793K	0.47%	65

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

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

1CP

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

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

Jane Street New York $1.21T AUM 78.12% 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

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Woodward Diversified Capital's EWL Position: Q2 2022 in Review

Woodward Diversified Capital sold out of iShares MSCI Switzerland ETF (EWL) in Q2 2022, closing a stake of 5,689 shares — an estimated $279K sold.

Woodward Diversified Capital first reported a position in EWL in Q3 2021 and held it in 3 quarters. The position peaked at $744K in Q3 2021. 152 funds tracked by Wall St. Rank hold EWL as of Q2 2022.

Woodward Diversified Capital reported no remaining iShares MSCI Switzerland ETF position as of Q2 2022 after selling out during the quarter.
Woodward Diversified Capital sold 5,689 iShares MSCI Switzerland ETF shares in Q2 2022, an estimated $279K.
Woodward Diversified Capital first reported a position in iShares MSCI Switzerland ETF in Q3 2021 and held it in 3 quarters.
Woodward Diversified Capital's iShares MSCI Switzerland ETF position peaked at $744K in Q3 2021.
152 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q2 2022.

Based on Woodward Diversified Capital's 13F filing for Q2 2022, filed 26 Jul 2022.