Avestar Capital
EWL icon

Avestar Capital’s iShares MSCI Switzerland ETF EWL Stock Holding History

Avestar Capital’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 		$741K Hold
12,528
– – 0.06% 276
2026
Q2 		$787K Sell
12,528
-1,241
-9% -$76.4K 0.04% 286
2026
Q1 		$810K Buy
13,769
+1,068
+8% +$65.3K 0.05% 261
2025
Q4 		$762K Hold
12,701
– – 0.05% 264
2025
Q3 		$702K Buy
12,701
+4,805
+61% +$263K 0.05% 279
2025
Q2 		$433K Buy
+7,896
New +$422K 0.03% 337

Other funds holding EWL

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
GenTrust
GenTrust Miami, Florida $2.65B AUM 11.42% 1-Year Est. Return
Rice Partnership
Rice Partnership Honolulu, Hawaii $864M AUM 33.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Avestar Capital's EWL Position: Q3 2026 in Review

Avestar Capital held its iShares MSCI Switzerland ETF (EWL) position steady in Q3 2026 at 12,528 shares worth $741K. The position accounts for 0.06% of the portfolio, ranked #276.

Avestar Capital first reported a position in EWL in Q2 2025 and has held it in 6 quarters since. The position peaked at $810K in Q1 2026. 115 funds tracked by Wall St. Rank hold EWL as of Q3 2026.

  • Avestar Capital held 12,528 shares of iShares MSCI Switzerland ETF worth $741K as of Q3 2026.
  • Avestar Capital left its iShares MSCI Switzerland ETF share count unchanged in Q3 2026.
  • iShares MSCI Switzerland ETF made up 0.06% of Avestar Capital's portfolio in Q3 2026, its #276 holding.
  • Avestar Capital first reported a position in iShares MSCI Switzerland ETF in Q2 2025 and has held it in 6 quarters since.
  • Avestar Capital's iShares MSCI Switzerland ETF position peaked at $810K in Q1 2026.
  • 115 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.