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
Q1 		$1.35M Sell
36,328
-14,828
-29% -$907K ﹤0.01% 1473
2025
Q4 		$3.07M Buy
51,156
+25,638
+100% +$1.47M ﹤0.01% 1294
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

Bank of America
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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Vontobel Holding
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return