AWS
EWL icon

Atria Wealth Solutions’s iShares MSCI Switzerland ETF EWL Stock Holding History

Atria Wealth Solutions’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
Q2 		– Sell
-14,691
Closed -$761K – 1592
2025
Q1 		$761K Sell
14,691
-200
-1% -$10.1K 0.01% 989
2024
Q4 		$684K Sell
14,891
-1,200
-7% -$58.5K 0.01% 1089
2024
Q3 		$838K Hold
16,091
– – 0.01% 989
2024
Q2 		$776K Hold
16,091
– – 0.01% 1013
2024
Q1 		$766K Sell
16,091
-506
-3% -$24K 0.01% 1037
2023
Q4 		$801K Sell
16,597
-2,700
-14% -$120K 0.01% 971
2023
Q3 		$841K Buy
19,297
+1,300
+7% +$59.7K 0.01% 889
2023
Q2 		$832K Hold
17,997
– – 0.01% 925
2023
Q1 		$816K Hold
17,997
– – 0.01% 887
2022
Q4 		$755K Sell
17,997
-1,400
-7% -$56.9K 0.01% 887
2022
Q3 		$726K Buy
19,397
+248
+1% +$10.3K 0.01% 842
2022
Q2 		$795K Buy
19,149
+10,396
+119% +$467K 0.01% 797
2022
Q1 		$430K Buy
+8,753
New +$428K 0.01% 1150

Other funds holding EWL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Atria Wealth Solutions's EWL Position: Q2 2025 in Review

Atria Wealth Solutions sold out of iShares MSCI Switzerland ETF (EWL) in Q2 2025, closing a stake of 14,691 shares — an estimated $761K sold.

Atria Wealth Solutions first reported a position in EWL in Q1 2022 and held it in 13 quarters. The position peaked at $841K in Q3 2023. 169 funds tracked by Wall St. Rank hold EWL as of Q2 2025.

  • Atria Wealth Solutions reported no remaining iShares MSCI Switzerland ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 14,691 iShares MSCI Switzerland ETF shares in Q2 2025, an estimated $761K.
  • Atria Wealth Solutions first reported a position in iShares MSCI Switzerland ETF in Q1 2022 and held it in 13 quarters.
  • Atria Wealth Solutions's iShares MSCI Switzerland ETF position peaked at $841K in Q3 2023.
  • 169 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.