Corient Private Wealth
EWL icon

Corient Private Wealth’s iShares MSCI Switzerland ETF EWL Stock Holding History

Corient Private Wealth’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 		$1.15M Sell
18,298
-18,030
-50% -$1.11M ﹤0.01% 1727
2026
Q1 		$1.35M Buy
36,328
+10,750
+42% +$657K ﹤0.01% 1473
2025
Q4 		$1.53M Buy
25,578
+60
+0.2% +$3.44K ﹤0.01% 1280
2025
Q3 		$1.41M Buy
25,518
+14,182
+125% +$777K ﹤0.01% 1250
2025
Q2 		$621K Sell
11,336
-11,286
-50% -$603K ﹤0.01% 1590
2025
Q1 		$1.17M Buy
22,622
+11,211
+98% +$566K ﹤0.01% 1216
2024
Q4 		$524K Sell
11,411
-3,113
-21% -$152K ﹤0.01% 1590
2024
Q3 		$757K Sell
14,524
-1,797
-11% -$90.8K ﹤0.01% 1533
2024
Q2 		$787K Sell
16,321
-175
-1% -$8.33K ﹤0.01% 1427
2024
Q1 		$785K Buy
16,496
+4,862
+42% +$230K ﹤0.01% 1413
2023
Q4 		$562K Buy
11,634
+2,185
+23% +$97.3K ﹤0.01% 1559
2023
Q3 		$412K Buy
9,449
+2,014
+27% +$92.5K ﹤0.01% 1588
2023
Q2 		$344K Buy
7,435
+1,924
+35% +$90.5K ﹤0.01% 1633
2023
Q1 		$250K Buy
+5,511
New +$244K ﹤0.01% 1692

Other funds holding EWL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Allspring Global Investments
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
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

Corient Private Wealth's EWL Position: Q2 2026 in Review

Corient Private Wealth reduced its iShares MSCI Switzerland ETF (EWL) stake by 50% in Q2 2026, selling an estimated $1.11M and leaving 18,298 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #1727.

Corient Private Wealth first reported a position in EWL in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.53M in Q4 2025. 194 funds tracked by Wall St. Rank hold EWL as of Q2 2026.

  • Corient Private Wealth held 18,298 shares of iShares MSCI Switzerland ETF worth $1.15M as of Q2 2026.
  • Corient Private Wealth sold 18,030 iShares MSCI Switzerland ETF shares in Q2 2026, an estimated $1.11M.
  • iShares MSCI Switzerland ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1727 holding.
  • Corient Private Wealth first reported a position in iShares MSCI Switzerland ETF in Q1 2023 and has held it in 14 quarters since.
  • Corient Private Wealth's iShares MSCI Switzerland ETF position peaked at $1.53M in Q4 2025.
  • 194 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.