Ameliora Wealth Management
EWL icon

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

Ameliora 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
Q3 		$5.02M Buy
84,824
+429
+0.5% +$26.8K 1.43% 21
2026
Q2 		$5.3M Buy
84,395
+54,894
+186% +$3.38M 1.57% 18
2026
Q1 		$1.73M Buy
29,501
+753
+3% +$46K 0.55% 37
2025
Q4 		$1.72M Buy
28,748
+1,220
+4% +$70K 0.53% 38
2025
Q3 		$1.52M Buy
27,528
+2,230
+9% +$122K 0.51% 37
2025
Q2 		$1.39M Buy
25,298
+1,875
+8% +$100K 0.5% 37
2025
Q1 		$1.21M Sell
23,423
-4,405
-16% -$222K 0.46% 37
2024
Q4 		$1.28M Sell
27,828
-5,060
-15% -$247K 0.48% 39
2024
Q3 		$1.71M Buy
32,888
+431
+1% +$21.8K 0.71% 33
2024
Q2 		$1.56M Buy
32,457
+18,323
+130% +$873K 0.71% 37
2024
Q1 		$673K Buy
14,134
+839
+6% +$39.8K 0.31% 51
2023
Q4 		$642K Buy
13,295
+968
+8% +$43.1K 0.32% 52
2023
Q3 		$537K Buy
12,327
+2,854
+30% +$131K 0.32% 46
2023
Q2 		$438K Buy
+9,473
New +$446K 0.27% 57
2022
Q3 		– Sell
-22,672
Closed -$941K – 227
2022
Q2 		$941K Hold
22,672
– – 1.11% 17
2022
Q1 		$1.02M Hold
22,672
– – 0.67% 20
2021
Q4 		$1.09M Buy
+22,672
New +$1.14M 1% 14

Other funds holding EWL

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Pictet North America Advisors
Pictet North America Advisors Geneva 73, Switzerland $1.19B AUM 13.9% 1-Year Est. Return
Climber Capital
Climber Capital Nyon, Switzerland $164M AUM 12.41% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
BFI Infinity
BFI Infinity Zurich, Switzerland $212M AUM 31.86% 1-Year Est. Return
Simon Quick Advisors
Simon Quick Advisors Morristown, New Jersey $2.63B AUM 14.45% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
LMCG Investments
LMCG Investments Boston, Massachusetts $1.86B AUM 40.01% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Ameliora Wealth Management's EWL Position: Q3 2026 in Review

Ameliora Wealth Management increased its iShares MSCI Switzerland ETF (EWL) stake by 0.51% in Q3 2026, buying an estimated $26.8K and bringing the position to 84,824 shares worth $5.02M. The position accounts for 1.43% of the portfolio, ranked #21.

Ameliora Wealth Management first reported a position in EWL in Q4 2021 and has held it in 17 quarters since. The position peaked at $5.3M in Q2 2026. 51 funds tracked by Wall St. Rank hold EWL as of Q3 2026.

  • Ameliora Wealth Management held 84,824 shares of iShares MSCI Switzerland ETF worth $5.02M as of Q3 2026.
  • Ameliora Wealth Management bought 429 iShares MSCI Switzerland ETF shares in Q3 2026, an estimated $26.8K.
  • iShares MSCI Switzerland ETF made up 1.43% of Ameliora Wealth Management's portfolio in Q3 2026, its #21 holding.
  • Ameliora Wealth Management first reported a position in iShares MSCI Switzerland ETF in Q4 2021 and has held it in 17 quarters since.
  • Ameliora Wealth Management's iShares MSCI Switzerland ETF position peaked at $5.3M in Q2 2026.
  • 51 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q3 2026.

Based on Ameliora Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.