Allworth Financial’s iShares MSCI Switzerland ETF EWL Stock Holding History

Allworth Financial’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	$94.2K	Buy	1,498 +72	+5%	+$4.43K	﹤0.01%	1975
2026 Q1	$83.9K	Sell	1,426 -114	-7%	-$6.97K	﹤0.01%	1952
2025 Q4	$92.3K	Buy	1,540 +30	+2%	+$1.72K	﹤0.01%	1802
2025 Q3	$83.4K	Buy	1,510 +183	+14%	+$10K	﹤0.01%	1778
2025 Q2	$72.7K	Sell	1,327 -145	-10%	-$7.75K	﹤0.01%	1715
2025 Q1	$78K	Buy	1,472 +613	+71%	+$30.9K	﹤0.01%	1356
2024 Q4	$41.6K	Sell	859 -472	-35%	-$23K	﹤0.01%	1668
2024 Q3	$69.4K	Sell	1,331 -370	-22%	-$18.7K	﹤0.01%	1248
2024 Q2	$84K	Sell	1,701 -2,919	-63%	-$139K	﹤0.01%	1138
2024 Q1	$220K	Buy	+4,620	New	+$219K	﹤0.01%	756
2023 Q1	–	Sell	-93	Closed	-$3.9K	–	3231
2022 Q4	$3.9K	Buy	+93	New	+$3.78K	﹤0.01%	1994
2017 Q1	–	Sell	-155	Closed	-$5K	–	774
2016 Q4	$5K	Buy	+155	New	+$4.52K	﹤0.01%	483

Other funds holding EWL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

Allworth Financial's EWL Position: Q2 2026 in Review

Allworth Financial increased its iShares MSCI Switzerland ETF (EWL) stake by 5% in Q2 2026, buying an estimated $4.43K and bringing the position to 1,498 shares worth $94.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1975.

Allworth Financial first reported a position in EWL in Q4 2016 and has held it in 12 quarters since. The position peaked at $220K in Q1 2024. 194 funds tracked by Wall St. Rank hold EWL as of Q2 2026.

Allworth Financial held 1,498 shares of iShares MSCI Switzerland ETF worth $94.2K as of Q2 2026.
Allworth Financial bought 72 iShares MSCI Switzerland ETF shares in Q2 2026, an estimated $4.43K.
iShares MSCI Switzerland ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1975 holding.
Allworth Financial first reported a position in iShares MSCI Switzerland ETF in Q4 2016 and has held it in 12 quarters since.
Allworth Financial's iShares MSCI Switzerland ETF position peaked at $220K in Q1 2024.
194 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.