CI
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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
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% -$3.21K 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% -$9.75M 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

BI
BFI Infinity Zurich, Switzerland $337M AUM 27.28% 1-Year Est. Return
BPW
BlueDoor Private Wealth Beverly, Massachusetts $238M AUM
MG
McHugh Group Bratenahl, Ohio $196M AUM 31.68% 1-Year Est. Return
WWM
Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return
HNWA
Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return
EL
EWA LLC Pittsbugh, Pennsylvania $548M AUM 35.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CX Institutional's EWL Position: Q2 2026 in Review

CX Institutional reduced its iShares MSCI Switzerland ETF (EWL) stake by 30% in Q2 2026, selling an estimated $143K and leaving 5,314 shares worth $334K. The position accounts for 0.01% of the portfolio, ranked #589.

CX Institutional first reported a position in EWL in Q1 2023 and has held it in 14 quarters since. The position peaked at $14.8M in Q3 2024. 21 funds tracked by Wall St. Rank hold EWL as of Q2 2026.

  • CX Institutional held 5,314 shares of iShares MSCI Switzerland ETF worth $334K as of Q2 2026.
  • CX Institutional sold 2,326 iShares MSCI Switzerland ETF shares in Q2 2026, an estimated $143K.
  • iShares MSCI Switzerland ETF made up 0.01% of CX Institutional's portfolio in Q2 2026, its #589 holding.
  • CX Institutional first reported a position in iShares MSCI Switzerland ETF in Q1 2023 and has held it in 14 quarters since.
  • CX Institutional's iShares MSCI Switzerland ETF position peaked at $14.8M in Q3 2024.
  • 21 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.