CX Institutional
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CX Institutional’s iShares MSCI Switzerland ETF EWL Stock Holding History

CX Institutional’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
Q3 		$306K Sell
5,174
-140
-3% -$8.76K 0.01% 621
2026
Q2 		$334K Sell
5,314
-2,326
-30% -$143K 0.01% 589
2026
Q1 		$449K Sell
7,640
-440
-5% -$26.9K 0.01% 487
2025
Q4 		$484K Sell
8,080
-56
-0.7% -$3.22K 0.01% 432
2025
Q3 		$449K Sell
8,136
-844
-9% -$46.2K 0.01% 460
2025
Q2 		$492K Sell
8,980
-374
-4% -$20K 0.02% 374
2025
Q1 		$484K Sell
9,354
-75,129
-89% -$3.79M 0.02% 368
2024
Q4 		$3.88M Sell
84,483
-199,976
-70% -$9.8M 0.15% 142
2024
Q3 		$14.8M Sell
284,459
-16,099
-5% -$814K 0.66% 41
2024
Q2 		$14.5M Buy
300,558
+5,881
+2% +$280K 0.68% 40
2024
Q1 		$14M Buy
294,677
+3,881
+1% +$184K 0.68% 41
2023
Q4 		$14M Sell
290,796
-40,586
-12% -$1.81M 0.75% 35
2023
Q3 		$14.4M Buy
331,382
+37,630
+13% +$1.73M 0.8% 34
2023
Q2 		$13.6M Buy
293,752
+6,275
+2% +$295K 0.7% 35
2023
Q1 		$13.1M Buy
+287,477
New +$12.7M 0.7% 31

Other funds holding EWL

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
BI
BFI Infinity Zurich, Switzerland $212M AUM 31.86% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
MG
McHugh Group Bratenahl, Ohio $204M AUM 25.59% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $514M AUM 31.03% 1-Year Est. Return

CX Institutional's EWL Position: Q3 2026 in Review

CX Institutional reduced its iShares MSCI Switzerland ETF (EWL) stake by 2.6% in Q3 2026, selling an estimated $8.76K and leaving 5,174 shares worth $306K. The position accounts for 0.01% of the portfolio, ranked #621.

CX Institutional first reported a position in EWL in Q1 2023 and has held it in 15 quarters since. The position peaked at $14.8M in Q3 2024. 24 funds tracked by Wall St. Rank hold EWL as of Q3 2026.

  • CX Institutional held 5,174 shares of iShares MSCI Switzerland ETF worth $306K as of Q3 2026.
  • CX Institutional sold 140 iShares MSCI Switzerland ETF shares in Q3 2026, an estimated $8.76K.
  • iShares MSCI Switzerland ETF made up 0.01% of CX Institutional's portfolio in Q3 2026, its #621 holding.
  • CX Institutional first reported a position in iShares MSCI Switzerland ETF in Q1 2023 and has held it in 15 quarters since.
  • CX Institutional's iShares MSCI Switzerland ETF position peaked at $14.8M in Q3 2024.
  • 24 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.