AWM
EWL icon

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
Q2 		$9.62K Sell
153
-188
-55% -$11.6K ﹤0.01% 2392
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Allspring Global Investments
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
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

AE Wealth Management's EWL Position: Q2 2026 in Review

AE Wealth Management reduced its iShares MSCI Switzerland ETF (EWL) stake by 55% in Q2 2026, selling an estimated $11.6K and leaving 153 shares worth $9.62K. The position accounts for ﹤0.01% of the portfolio, ranked #2392.

AE Wealth Management first reported a position in EWL in Q4 2024 and has held it in 7 quarters since. The position peaked at $20.1K in Q1 2026. 194 funds tracked by Wall St. Rank hold EWL as of Q2 2026.

  • AE Wealth Management held 153 shares of iShares MSCI Switzerland ETF worth $9.62K as of Q2 2026.
  • AE Wealth Management sold 188 iShares MSCI Switzerland ETF shares in Q2 2026, an estimated $11.6K.
  • iShares MSCI Switzerland ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2392 holding.
  • AE Wealth Management first reported a position in iShares MSCI Switzerland ETF in Q4 2024 and has held it in 7 quarters since.
  • AE Wealth Management's iShares MSCI Switzerland ETF position peaked at $20.1K in Q1 2026.
  • 194 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.