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Aspiriant LLC’s iShares MSCI Switzerland ETF EWL Stock Holding History

Aspiriant LLC’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
Q1 		$269K Sell
4,580
-323
-7% -$19.8K 0.01% 296
2025
Q4 		$294K Buy
+4,903
New +$282K 0.01% 283
2016
Q3 		– Sell
-12,010
Closed -$393K – 193
2016
Q2 		$393K Buy
+12,010
New +$363K 0.04% 148

Other funds holding EWL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aspiriant LLC's EWL Position: Q1 2026 in Review

Aspiriant LLC reduced its iShares MSCI Switzerland ETF (EWL) stake by 6.6% in Q1 2026, selling an estimated $19.8K and leaving 4,580 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #296.

Aspiriant LLC first reported a position in EWL in Q2 2016 and has held it in 3 quarters since. The position peaked at $393K in Q2 2016. 186 funds tracked by Wall St. Rank hold EWL as of Q1 2026.

  • Aspiriant LLC held 4,580 shares of iShares MSCI Switzerland ETF worth $269K as of Q1 2026.
  • Aspiriant LLC sold 323 iShares MSCI Switzerland ETF shares in Q1 2026, an estimated $19.8K.
  • iShares MSCI Switzerland ETF made up 0.01% of Aspiriant LLC's portfolio in Q1 2026, its #296 holding.
  • Aspiriant LLC first reported a position in iShares MSCI Switzerland ETF in Q2 2016 and has held it in 3 quarters since.
  • Aspiriant LLC's iShares MSCI Switzerland ETF position peaked at $393K in Q2 2016.
  • 186 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q1 2026.

Based on Aspiriant LLC's 13F filing for Q1 2026, filed 12 May 2026.