Creative Planning
EWL icon

Creative Planning’s iShares MSCI Switzerland ETF EWL Stock Holding History

Creative Planning’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 		$2.82M Sell
48,009
-5,015
-9% -$307K ﹤0.01% 1630
2025
Q4 		$3.18M Buy
53,024
+4,432
+9% +$254K ﹤0.01% 1348
2025
Q3 		$2.68M Buy
48,592
+2,968
+7% +$163K ﹤0.01% 1311
2025
Q2 		$2.5M Buy
45,624
+2,953
+7% +$158K ﹤0.01% 1159
2025
Q1 		$2.21M Buy
42,671
+4,941
+13% +$249K ﹤0.01% 1115
2024
Q4 		$1.73M Sell
37,730
-570
-1% -$27.8K ﹤0.01% 1231
2024
Q3 		$2M Sell
38,300
-1,199
-3% -$60.6K ﹤0.01% 1056
2024
Q2 		$1.9M Buy
39,499
+1,279
+3% +$60.9K ﹤0.01% 1011
2024
Q1 		$1.82M Buy
38,220
+3,069
+9% +$145K ﹤0.01% 1005
2023
Q4 		$1.7M Buy
35,151
+270
+0.8% +$12K ﹤0.01% 977
2023
Q3 		$1.52M Buy
34,881
+487
+1% +$22.4K ﹤0.01% 974
2023
Q2 		$1.59M Buy
34,394
+2,502
+8% +$118K ﹤0.01% 918
2023
Q1 		$1.45M Buy
31,892
+1,676
+6% +$74.1K ﹤0.01% 906
2022
Q4 		$1.27M Sell
30,216
-5,397
-15% -$220K ﹤0.01% 921
2022
Q3 		$1.33M Buy
35,613
+1,369
+4% +$56.6K ﹤0.01% 840
2022
Q2 		$1.42M Buy
34,244
+2,574
+8% +$116K ﹤0.01% 829
2022
Q1 		$1.55M Sell
31,670
-4,447
-12% -$217K ﹤0.01% 801
2021
Q4 		$1.9M Buy
36,117
+6,841
+23% +$343K ﹤0.01% 700
2021
Q3 		$1.36M Buy
29,276
+4,041
+16% +$201K ﹤0.01% 813
2021
Q2 		$1.23M Buy
25,235
+1,538
+6% +$73.4K ﹤0.01% 849
2021
Q1 		$1.05M Buy
23,697
+659
+3% +$29.4K ﹤0.01% 1003
2020
Q4 		$1.03M Buy
+23,038
New +$978K ﹤0.01% 936
2017
Q3 		– Sell
-456
Closed -$16K – 2455
2017
Q2 		$16K Sell
456
-715
-61% -$24.2K ﹤0.01% 3317
2017
Q1 		$37K Buy
1,171
+28
+2% +$869 ﹤0.01% 2684
2016
Q4 		$34K Sell
1,143
-32
-3% -$934 ﹤0.01% 2696
2016
Q3 		$36K Sell
1,175
-774
-40% -$23.4K ﹤0.01% 2619
2016
Q2 		$58K Buy
1,949
+793
+69% +$23.9K ﹤0.01% 2034
2016
Q1 		$34K Sell
1,156
-137
-11% -$3.98K ﹤0.01% 2366
2015
Q4 		$40K Buy
1,293
+10
+0.8% +$313 ﹤0.01% 2295
2015
Q3 		$39K Buy
+1,283
New +$41.8K ﹤0.01% 2219
2015
Q2 		– Sell
-664
Closed -$22K – 1688
2015
Q1 		$22K Sell
664
-2,886
-81% -$94.3K ﹤0.01% 2640
2014
Q4 		$112K Buy
3,550
+2,586
+268% +$83K ﹤0.01% 1496
2014
Q3 		$31K Sell
964
-1,782
-65% -$59.6K ﹤0.01% 2219
2014
Q2 		$94K Sell
2,746
-84
-3% -$2.93K ﹤0.01% 1474
2014
Q1 		$97K Buy
2,830
+1,016
+56% +$33.8K ﹤0.01% 1417
2013
Q4 		$60K Sell
1,814
-186
-9% -$5.93K ﹤0.01% 1476
2013
Q3 		$63K Buy
2,000
+1,100
+122% +$33.2K ﹤0.01% 1376
2013
Q2 		$26K Buy
+900
New +$26.9K ﹤0.01% 1766

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 $666B 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 $5.72T AUM 30.48% 1-Year Est. Return

Creative Planning's EWL Position: Q1 2026 in Review

Creative Planning reduced its iShares MSCI Switzerland ETF (EWL) stake by 9.5% in Q1 2026, selling an estimated $307K and leaving 48,009 shares worth $2.82M. The position accounts for ﹤0.01% of the portfolio, ranked #1630.

Creative Planning first reported a position in EWL in Q2 2013 and has held it in 38 quarters since. The position peaked at $3.18M in Q4 2025. 186 funds tracked by Wall St. Rank hold EWL as of Q1 2026.

  • Creative Planning held 48,009 shares of iShares MSCI Switzerland ETF worth $2.82M as of Q1 2026.
  • Creative Planning sold 5,015 iShares MSCI Switzerland ETF shares in Q1 2026, an estimated $307K.
  • iShares MSCI Switzerland ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1630 holding.
  • Creative Planning first reported a position in iShares MSCI Switzerland ETF in Q2 2013 and has held it in 38 quarters since.
  • Creative Planning's iShares MSCI Switzerland ETF position peaked at $3.18M in Q4 2025.
  • 186 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.