AlTi Global’s iShares MSCI Switzerland ETF EWL Stock Holding History

AlTi Global’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
2025 Q2	–	Sell	-5,864	Closed	-$304K	–	426
2025 Q1	$304K	Buy	+5,864	New	+$296K	0.01%	325
2024 Q2	–	Sell	-6,220	Closed	-$296K	–	389
2024 Q1	$296K	Hold	6,220	–	–	0.01%	316
2023 Q4	$300K	Buy	+6,220	New	+$277K	0.01%	292

Other funds holding EWL

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

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

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AlTi Global's EWL Position: Q2 2025 in Review

AlTi Global sold out of iShares MSCI Switzerland ETF (EWL) in Q2 2025, closing a stake of 5,864 shares — an estimated $304K sold.

AlTi Global first reported a position in EWL in Q4 2023 and held it in 3 quarters. The position peaked at $304K in Q1 2025. 169 funds tracked by Wall St. Rank hold EWL as of Q2 2025.

AlTi Global reported no remaining iShares MSCI Switzerland ETF position as of Q2 2025 after selling out during the quarter.
AlTi Global sold 5,864 iShares MSCI Switzerland ETF shares in Q2 2025, an estimated $304K.
AlTi Global first reported a position in iShares MSCI Switzerland ETF in Q4 2023 and held it in 3 quarters.
AlTi Global's iShares MSCI Switzerland ETF position peaked at $304K in Q1 2025.
169 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q2 2025.

Based on AlTi Global's 13F filing for Q2 2025, filed 31 Jul 2025.