Cerity Partners’s iShares MSCI Switzerland ETF EWL Stock Holding History

Cerity Partners’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	$280K	Sell	4,758 -1,000	-17%	-$61.2K	﹤0.01%	2659
2025 Q4	$345K	Buy	+5,758	New	+$331K	﹤0.01%	2320
2020 Q1	–	Sell	-5,640	Closed	-$229K	–	465
2019 Q4	$229K	Sell	5,640 -389,379	-99%	-$15M	0.01%	477
2019 Q3	$14.9M	Sell	395,019 -2,994	-0.8%	-$112K	0.87%	19
2019 Q2	$14.9M	Sell	398,013 -10,235	-3%	-$371K	0.94%	17
2019 Q1	$14.4M	Sell	408,248 -5,561	-1%	-$188K	0.97%	16
2018 Q4	$13M	Sell	413,809 -5,665	-1%	-$185K	0.87%	20
2018 Q3	$14.6M	Sell	419,474 -836	-0.2%	-$28.6K	1.01%	19
2018 Q2	$13.7M	Sell	420,310 -2,764	-0.7%	-$93.5K	1.01%	18
2018 Q1	$14.5M	Buy	423,074 +74	+0%	+$2.63K	1.11%	14
2017 Q4	$15.1M	Sell	423,000 -42,619	-9%	-$1.49M	1.01%	18
2017 Q3	$16.3M	Sell	465,619 -7,047	-1%	-$243K	1.15%	13
2017 Q2	$16.2M	Buy	+472,666	New	+$16M	1.36%	12

Other funds holding EWL

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 Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Cerity Partners's EWL Position: Q1 2026 in Review

Cerity Partners reduced its iShares MSCI Switzerland ETF (EWL) stake by 17% in Q1 2026, selling an estimated $61.2K and leaving 4,758 shares worth $280K. The position accounts for ﹤0.01% of the portfolio, ranked #2659.

Cerity Partners first reported a position in EWL in Q2 2017 and has held it in 13 quarters since. The position peaked at $16.3M in Q3 2017. 186 funds tracked by Wall St. Rank hold EWL as of Q1 2026.

Cerity Partners held 4,758 shares of iShares MSCI Switzerland ETF worth $280K as of Q1 2026.
Cerity Partners sold 1,000 iShares MSCI Switzerland ETF shares in Q1 2026, an estimated $61.2K.
iShares MSCI Switzerland ETF made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2659 holding.
Cerity Partners first reported a position in iShares MSCI Switzerland ETF in Q2 2017 and has held it in 13 quarters since.
Cerity Partners's iShares MSCI Switzerland ETF position peaked at $16.3M in Q3 2017.
186 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.