Clearstead Advisors’s iShares MSCI Switzerland ETF EWL Stock Holding History

Clearstead Advisors’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	$248K	Buy	+3,953	New	+$243K	﹤0.01%	999
2023 Q4	–	Sell	-16	Closed	-$698	–	1553
2023 Q3	$698	Hold	16	–	–	﹤0.01%	1391
2023 Q2	$740	Buy	+16	New	+$753	﹤0.01%	1277
2022 Q3	–	Sell	-23	Closed	-$1K	–	1280
2022 Q2	$1K	Buy	+23	New	+$1.03K	﹤0.01%	1173

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

Clearstead Advisors's EWL Position: Q2 2026 in Review

Clearstead Advisors opened a new position in iShares MSCI Switzerland ETF (EWL) in Q2 2026: 3,953 shares worth $248K. The stake represents ﹤0.01% of the portfolio and ranks #999 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in EWL as recently as Q3 2023.

Clearstead Advisors first reported a position in EWL in Q2 2022 and has held it in 4 quarters since. 194 funds tracked by Wall St. Rank hold EWL as of Q2 2026.

Clearstead Advisors held 3,953 shares of iShares MSCI Switzerland ETF worth $248K as of Q2 2026.
iShares MSCI Switzerland ETF was a new Clearstead Advisors position in Q2 2026.
iShares MSCI Switzerland ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #999 holding.
Clearstead Advisors first reported a position in iShares MSCI Switzerland ETF in Q2 2022 and has held it in 4 quarters since.
194 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.