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 Q3	$286K	Hold	4,834	–	–	0.01%	330
2026 Q2	$304K	Buy	4,834 +254	+6%	+$15.6K	0.01%	314
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

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Pictet North America Advisors Geneva 73, Switzerland $1.19B AUM 13.9% 1-Year Est. Return

Ameliora Wealth Management Zurich, Switzerland $350M AUM 14.23% 1-Year Est. Return

Climber Capital Nyon, Switzerland $164M AUM 12.41% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

BFI Infinity Zurich, Switzerland $212M AUM 31.86% 1-Year Est. Return

Simon Quick Advisors Morristown, New Jersey $2.63B AUM 14.45% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

LMCG Investments Boston, Massachusetts $1.86B AUM 40.01% 1-Year Est. Return

Aspiriant LLC's EWL Position: Q3 2026 in Review

Aspiriant LLC held its iShares MSCI Switzerland ETF (EWL) position steady in Q3 2026 at 4,834 shares worth $286K. The position accounts for 0.01% of the portfolio, ranked #330.

Aspiriant LLC first reported a position in EWL in Q2 2016 and has held it in 5 quarters since. The position peaked at $393K in Q2 2016. 46 funds tracked by Wall St. Rank hold EWL as of Q3 2026.

Aspiriant LLC held 4,834 shares of iShares MSCI Switzerland ETF worth $286K as of Q3 2026.
Aspiriant LLC left its iShares MSCI Switzerland ETF share count unchanged in Q3 2026.
iShares MSCI Switzerland ETF made up 0.01% of Aspiriant LLC's portfolio in Q3 2026, its #330 holding.
Aspiriant LLC first reported a position in iShares MSCI Switzerland ETF in Q2 2016 and has held it in 5 quarters since.
Aspiriant LLC's iShares MSCI Switzerland ETF position peaked at $393K in Q2 2016.
46 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q3 2026.

Based on Aspiriant LLC's 13F filing for Q3 2026, filed 16 Oct 2026.