AWM
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Abound Wealth Management’s iShares MSCI Switzerland ETF EWL Stock Holding History

Abound Wealth Management’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
2026
Q1 		– Sell
-141
Closed -$8.46K – 1534
2025
Q4 		$8.46K Buy
+141
New +$8.1K ﹤0.01% 538

Other funds holding EWL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Abound Wealth Management's EWL Position: Q1 2026 in Review

Abound Wealth Management sold out of iShares MSCI Switzerland ETF (EWL) in Q1 2026, closing a stake of 141 shares — an estimated $8.46K sold.

Abound Wealth Management first reported a position in EWL in Q4 2025 and held it in 1 quarter. The position peaked at $8.46K in Q4 2025. 187 funds tracked by Wall St. Rank hold EWL as of Q1 2026.

  • Abound Wealth Management reported no remaining iShares MSCI Switzerland ETF position as of Q1 2026 after selling out during the quarter.
  • Abound Wealth Management sold 141 iShares MSCI Switzerland ETF shares in Q1 2026, an estimated $8.46K.
  • Abound Wealth Management first reported a position in iShares MSCI Switzerland ETF in Q4 2025 and held it in 1 quarter.
  • Abound Wealth Management's iShares MSCI Switzerland ETF position peaked at $8.46K in Q4 2025.
  • 187 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q1 2026.

Based on Abound Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.