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Boltwood Capital Management’s iShares MSCI Switzerland ETF EWL Stock Holding History

Boltwood Capital Management’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 		$497K Buy
7,900
+1,200
+18% +$73.8K 0.11% 138
2026
Q1 		$394K Buy
6,700
+625
+10% +$38.2K 0.1% 139
2025
Q4 		$364K Buy
6,075
+200
+3% +$11.5K 0.09% 145
2025
Q3 		$325K Hold
5,875
– – 0.09% 152
2025
Q2 		$322K Buy
5,875
+350
+6% +$18.7K 0.09% 150
2025
Q1 		$286K Sell
5,525
-50
-0.9% -$2.52K 0.09% 150
2024
Q4 		$256K Buy
5,575
+1,450
+35% +$70.7K 0.08% 152
2024
Q3 		$215K Buy
+4,125
New +$208K 0.06% 166

Other funds holding EWL

BI
BFI Infinity Zurich, Switzerland $337M AUM 27.28% 1-Year Est. Return
BPW
BlueDoor Private Wealth Beverly, Massachusetts $238M AUM
MG
McHugh Group Bratenahl, Ohio $196M AUM 31.68% 1-Year Est. Return
WWM
Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
HNWA
Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return
EL
EWA LLC Pittsbugh, Pennsylvania $548M AUM 35.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Boltwood Capital Management's EWL Position: Q2 2026 in Review

Boltwood Capital Management increased its iShares MSCI Switzerland ETF (EWL) stake by 18% in Q2 2026, buying an estimated $73.8K and bringing the position to 7,900 shares worth $497K. The position accounts for 0.11% of the portfolio, ranked #138.

Boltwood Capital Management first reported a position in EWL in Q3 2024 and has held it in 8 quarters since. 23 funds tracked by Wall St. Rank hold EWL as of Q2 2026.

  • Boltwood Capital Management held 7,900 shares of iShares MSCI Switzerland ETF worth $497K as of Q2 2026.
  • Boltwood Capital Management bought 1,200 iShares MSCI Switzerland ETF shares in Q2 2026, an estimated $73.8K.
  • iShares MSCI Switzerland ETF made up 0.11% of Boltwood Capital Management's portfolio in Q2 2026, its #138 holding.
  • Boltwood Capital Management first reported a position in iShares MSCI Switzerland ETF in Q3 2024 and has held it in 8 quarters since.
  • 23 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q2 2026.

Based on Boltwood Capital Management's 13F filing for Q2 2026, filed 6 Jul 2026.