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 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

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

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

Ameliora Wealth Management increased its iShares MSCI Switzerland ETF (EWL) stake by 186% in Q2 2026, buying an estimated $3.38M and bringing the position to 84,395 shares worth $5.3M. The position accounts for 1.57% of the portfolio, ranked #18.

Ameliora Wealth Management first reported a position in EWL in Q4 2021 and has held it in 16 quarters since. 194 funds tracked by Wall St. Rank hold EWL as of Q2 2026.

Ameliora Wealth Management held 84,395 shares of iShares MSCI Switzerland ETF worth $5.3M as of Q2 2026.
Ameliora Wealth Management bought 54,894 iShares MSCI Switzerland ETF shares in Q2 2026, an estimated $3.38M.
iShares MSCI Switzerland ETF made up 1.57% of Ameliora Wealth Management's portfolio in Q2 2026, its #18 holding.
Ameliora Wealth Management first reported a position in iShares MSCI Switzerland ETF in Q4 2021 and has held it in 16 quarters since.
194 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q2 2026.

Based on Ameliora Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.