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Atria Investments’s iShares MSCI Switzerland ETF EWL Stock Holding History

Atria Investments’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
Q3 		– Sell
-12,055
Closed -$661K – 2051
2025
Q2 		$661K Sell
12,055
-23,861
-66% -$1.27M 0.01% 1271
2025
Q1 		$1.86M Sell
35,916
-598
-2% -$30.2K 0.02% 735
2024
Q4 		$1.68M Buy
36,514
+4,069
+13% +$198K 0.02% 755
2024
Q3 		$1.69M Buy
32,445
+1,043
+3% +$52.7K 0.02% 725
2024
Q2 		$1.51M Buy
31,402
+2,002
+7% +$95.3K 0.02% 753
2024
Q1 		$1.4M Buy
29,400
+58
+0.2% +$2.75K 0.02% 798
2023
Q4 		$1.42M Buy
29,342
+2,930
+11% +$131K 0.02% 742
2023
Q3 		$1.15M Sell
26,412
-8,144
-24% -$374K 0.02% 782
2023
Q2 		$1.6M Buy
34,556
+2,229
+7% +$105K 0.03% 640
2023
Q1 		$1.47M Buy
32,327
+223
+0.7% +$9.86K 0.03% 657
2022
Q4 		$1.35M Buy
32,104
+869
+3% +$35.3K 0.03% 645
2022
Q3 		$1.17M Buy
31,235
+2,136
+7% +$88.3K 0.03% 667
2022
Q2 		$1.21M Buy
29,099
+4,401
+18% +$198K 0.03% 677
2022
Q1 		$1.21M Buy
24,698
+3,084
+14% +$151K 0.02% 767
2021
Q4 		$1.14M Sell
21,614
-34,406
-61% -$1.72M 0.02% 780
2021
Q3 		$2.61M Buy
56,020
+19,369
+53% +$962K 0.05% 421
2021
Q2 		$1.78M Buy
+36,651
New +$1.75M 0.03% 552
2020
Q1 		– Sell
-10,297
Closed -$418K – 733
2019
Q4 		$418K Buy
+10,297
New +$398K 0.01% 851

Other funds holding EWL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vontobel Holding
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

Atria Investments's EWL Position: Q3 2025 in Review

Atria Investments sold out of iShares MSCI Switzerland ETF (EWL) in Q3 2025, closing a stake of 12,055 shares — an estimated $661K sold.

Atria Investments first reported a position in EWL in Q4 2019 and held it in 18 quarters. The position peaked at $2.61M in Q3 2021. 174 funds tracked by Wall St. Rank hold EWL as of Q3 2025.

  • Atria Investments reported no remaining iShares MSCI Switzerland ETF position as of Q3 2025 after selling out during the quarter.
  • Atria Investments sold 12,055 iShares MSCI Switzerland ETF shares in Q3 2025, an estimated $661K.
  • Atria Investments first reported a position in iShares MSCI Switzerland ETF in Q4 2019 and held it in 18 quarters.
  • Atria Investments's iShares MSCI Switzerland ETF position peaked at $2.61M in Q3 2021.
  • 174 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q3 2025.

Based on Atria Investments's 13F filing for Q3 2025, filed 6 Nov 2025.