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 Q2	$2K	Buy	32 +1	+3%	+$62	﹤0.01%	1457
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 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

Bogart Wealth LLC's EWL Position: Q2 2026 in Review

Bogart Wealth LLC increased its iShares MSCI Switzerland ETF (EWL) stake by 3.2% in Q2 2026, buying an estimated $62 and bringing the position to 32 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1457.

Bogart Wealth LLC first reported a position in EWL in Q3 2023 and has held it in 12 quarters since. 194 funds tracked by Wall St. Rank hold EWL as of Q2 2026.

Bogart Wealth LLC held 32 shares of iShares MSCI Switzerland ETF worth $2K as of Q2 2026.
Bogart Wealth LLC bought 1 iShares MSCI Switzerland ETF share in Q2 2026, an estimated $62.
iShares MSCI Switzerland ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1457 holding.
Bogart Wealth LLC first reported a position in iShares MSCI Switzerland ETF in Q3 2023 and has held it in 12 quarters since.
194 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.