Blue Trust Inc
EWL icon

Blue Trust Inc’s iShares MSCI Switzerland ETF EWL Stock Holding History

Blue Trust Inc’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 		$2.96K Buy
50
+2
+4% +$125 ﹤0.01% 1967
2026
Q2 		$3.02K Buy
48
+22
+85% +$1.35K ﹤0.01% 2119
2026
Q1 		$1.53K Buy
26
+2
+8% +$122 ﹤0.01% 2187
2025
Q4 		$1.44K Hold
24
– – ﹤0.01% 2205
2025
Q3 		$1.33K Hold
24
– – ﹤0.01% 2257
2025
Q2 		$1.32K Hold
24
– – ﹤0.01% 2195
2025
Q1 		$1.24K Buy
24
+5
+26% +$252 ﹤0.01% 2270
2024
Q4 		$873 Hold
19
– – ﹤0.01% 2291
2024
Q3 		$916 Sell
19
-40
-68% -$2.02K ﹤0.01% 2709
2024
Q2 		$2.81K Hold
59
– – ﹤0.01% 2361
2024
Q1 		$2.81K Buy
+59
New +$2.8K ﹤0.01% 1750
2023
Q2 		– Sell
-128
Closed -$5K – 2164
2023
Q1 		$5K Buy
+128
New +$5.66K ﹤0.01% 1783

Other funds holding EWL

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
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

Blue Trust Inc's EWL Position: Q3 2026 in Review

Blue Trust Inc increased its iShares MSCI Switzerland ETF (EWL) stake by 4.2% in Q3 2026, buying an estimated $125 and bringing the position to 50 shares worth $2.96K. The position accounts for ﹤0.01% of the portfolio, ranked #1967.

Blue Trust Inc first reported a position in EWL in Q1 2023 and has held it in 12 quarters since. The position peaked at $5K in Q1 2023. 120 funds tracked by Wall St. Rank hold EWL as of Q3 2026.

  • Blue Trust Inc held 50 shares of iShares MSCI Switzerland ETF worth $2.96K as of Q3 2026.
  • Blue Trust Inc bought 2 iShares MSCI Switzerland ETF shares in Q3 2026, an estimated $125.
  • iShares MSCI Switzerland ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1967 holding.
  • Blue Trust Inc first reported a position in iShares MSCI Switzerland ETF in Q1 2023 and has held it in 12 quarters since.
  • Blue Trust Inc's iShares MSCI Switzerland ETF position peaked at $5K in Q1 2023.
  • 120 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.