Exencial Wealth Advisors, LLC Ishares Inc Msci Switzerlnd Transaction History

Exencial Wealth Advisors, LLC

  • $2.97 Billion
  • Q3 2025

A detailed history of Exencial Wealth Advisors, LLC transactions in Ishares Inc Msci Switzerlnd stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 5,304 shares of EWL stock, worth $305,245. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,304
Previous 5,304 -0.0%
Holding current value
$305,245
Previous $290,000 0.69%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 13, 2024
BUY
$41.61 - $48.27 $748 - $868
18 Added 0.34%
5,304 $256,000
Q1 2023

May 02, 2023
SELL
$42.3 - $45.47 $6,006 - $6,456
-142 Reduced 2.62%
5,286 $239,000
Q4 2022

Feb 14, 2023
SELL
$36.91 - $43.5 $22,330 - $26,317
-605 Reduced 10.03%
5,428 $227,000
Q4 2021

Feb 10, 2022
BUY
$46.84 - $53.02 $282,585 - $319,869
6,033 New
6,033 $318,000
Q3 2021

Nov 04, 2021
SELL
$46.58 - $51.16 $281,017 - $308,648
-6,033 Closed
0 $0
Q1 2020

May 15, 2020
SELL
$30.51 - $42.26 $4,240 - $5,874
-139 Reduced 2.25%
6,033 $213,000
Q1 2019

May 08, 2019
BUY
$31.26 - $35.52 $192,936 - $219,229
6,172 New
6,172 $218,000
Q4 2018

Feb 06, 2019
SELL
$30.43 - $34.73 $187,813 - $214,353
-6,172 Closed
0 $0
Q3 2018

Nov 05, 2018
SELL
$32.44 - $35.33 $28,774 - $31,337
-887 Reduced 12.57%
6,172 $214,000
Q2 2018

Aug 01, 2018
BUY
$32.04 - $34.68 $672 - $728
21 Added 0.3%
7,059 $230,000
Q3 2017

Nov 08, 2017
BUY
$34.59 - $35.03 $243,444 - $246,541
7,038
7,038 $247,000

Others Institutions Holding EWL

# of Institutions
189
Shares Held
15.4M
Call Options Held
5.2K
Put Options Held
35.3K
View Full List

About ISHARES INC MSCI SWITZERLND

EWL Quotes by TradingView
  • Ticker EWL
  • Sector ETFs
  • Industry ETFs
More about EWL
Track This Portfolio

Track Exencial Wealth Advisors, LLC Portfolio

Follow Exencial Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Exencial Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Exencial Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email