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

AE 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 		$20.1K Buy
341
+255
+297% +$15.6K ﹤0.01% 2148
2025
Q4 		$5.16K Sell
86
-18
-17% -$1.03K ﹤0.01% 2223
2025
Q3 		$5.75K Sell
104
-58
-36% -$3.18K ﹤0.01% 2058
2025
Q2 		$8.88K Buy
162
+68
+72% +$3.63K ﹤0.01% 1892
2025
Q1 		$4.87K Sell
94
-5
-5% -$252 ﹤0.01% 1947
2024
Q4 		$4.55K Buy
+99
New +$4.83K ﹤0.01% 1932

Other funds holding EWL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

AE Wealth Management increased its iShares MSCI Switzerland ETF (EWL) stake by 297% in Q1 2026, buying an estimated $15.6K and bringing the position to 341 shares worth $20.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2148.

AE Wealth Management first reported a position in EWL in Q4 2024 and has held it in 6 quarters since. 186 funds tracked by Wall St. Rank hold EWL as of Q1 2026.

  • AE Wealth Management held 341 shares of iShares MSCI Switzerland ETF worth $20.1K as of Q1 2026.
  • AE Wealth Management bought 255 iShares MSCI Switzerland ETF shares in Q1 2026, an estimated $15.6K.
  • iShares MSCI Switzerland ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2148 holding.
  • AE Wealth Management first reported a position in iShares MSCI Switzerland ETF in Q4 2024 and has held it in 6 quarters since.
  • 186 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.