BWL
EWL icon

Bogart Wealth LLC’s iShares MSCI Switzerland ETF EWL Stock Holding History

Bogart Wealth 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
Q1 		$1.84K Hold
31
– – ﹤0.01% 1294
2025
Q4 		$1.87K Hold
31
– – ﹤0.01% 1192
2025
Q3 		$1.73K Hold
31
– – ﹤0.01% 1185
2025
Q2 		$1.71K Hold
31
– – ﹤0.01% 1137
2025
Q1 		$1.59K Hold
31
– – ﹤0.01% 1107
2024
Q4 		$1.41K Hold
31
– – ﹤0.01% 1166
2024
Q3 		$1.6K Hold
31
– – ﹤0.01% 990
2024
Q2 		$1.48K Buy
31
+1
+3% +$48 ﹤0.01% 973
2024
Q1 		$1.43K Hold
30
– – ﹤0.01% 942
2023
Q4 		$1.45K Hold
30
– – ﹤0.01% 929
2023
Q3 		$1.31K Buy
+30
New +$1.38K ﹤0.01% 934

Other funds holding EWL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return