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Evergreen Capital Management’s iShares MSCI Switzerland ETF EWL Stock Holding History

Evergreen Capital Management’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 		$1.46M Buy
23,279
+500
+2% +$30.8K 0.03% 405
2026
Q1 		$1.34M Buy
22,779
+1,705
+8% +$104K 0.03% 409
2025
Q4 		$1.26M Buy
21,074
+790
+4% +$45.4K 0.03% 401
2025
Q3 		$1.12M Buy
20,284
+420
+2% +$23K 0.03% 379
2025
Q2 		$1.09M Buy
19,864
+1,695
+9% +$90.6K 0.03% 349
2025
Q1 		$941K Buy
18,169
+1,325
+8% +$66.9K 0.03% 344
2024
Q4 		$774K Sell
16,844
-783
-4% -$38.2K 0.03% 389
2024
Q3 		$918K Sell
17,627
-505
-3% -$25.5K 0.03% 337
2024
Q2 		$874K Sell
18,132
-79
-0.4% -$3.76K 0.03% 329
2024
Q1 		$867K Buy
18,211
+5
+0% +$237 0.03% 313
2023
Q4 		$879K Sell
18,206
-520
-3% -$23.2K 0.04% 305
2023
Q3 		$816K Sell
18,726
-230
-1% -$10.6K 0.04% 312
2023
Q2 		$876K Buy
18,956
+525
+3% +$24.7K 0.04% 302
2023
Q1 		$835K Buy
18,431
+1,180
+7% +$52.2K 0.04% 295
2022
Q4 		$723K Buy
17,251
+594
+4% +$24.2K 0.03% 315
2022
Q3 		$624K Sell
16,657
-475
-3% -$19.6K 0.03% 314
2022
Q2 		$711K Sell
17,132
-695
-4% -$31.2K 0.04% 289
2022
Q1 		$875K Buy
17,827
+487
+3% +$23.8K 0.04% 296
2021
Q4 		$914K Buy
17,340
+695
+4% +$34.8K 0.04% 295
2021
Q3 		$775K Buy
16,645
+308
+2% +$15.3K 0.04% 308
2021
Q2 		$794K Buy
16,337
+1,319
+9% +$62.9K 0.04% 286
2021
Q1 		$664K Sell
15,018
-368
-2% -$16.4K 0.03% 293
2020
Q4 		$687K Buy
15,386
+280
+2% +$11.9K 0.04% 255
2020
Q3 		$620K Buy
15,106
+13
+0.1% +$537 0.04% 241
2020
Q2 		$588K Buy
15,093
+99
+0.7% +$3.72K 0.04% 231
2020
Q1 		$530K Sell
14,994
-795
-5% -$30.9K 0.05% 212
2019
Q4 		$642K Sell
15,789
-1,014
-6% -$39.2K 0.05% 207
2019
Q3 		$633K Sell
16,803
-454
-3% -$17K 0.06% 197
2019
Q2 		$648K Buy
+17,257
New +$626K 0.06% 193

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

Evergreen Capital Management's EWL Position: Q2 2026 in Review

Evergreen Capital Management increased its iShares MSCI Switzerland ETF (EWL) stake by 2.2% in Q2 2026, buying an estimated $30.8K and bringing the position to 23,279 shares worth $1.46M. The position accounts for 0.03% of the portfolio, ranked #405.

Evergreen Capital Management first reported a position in EWL in Q2 2019 and has held it in 29 quarters since. 194 funds tracked by Wall St. Rank hold EWL as of Q2 2026.

  • Evergreen Capital Management held 23,279 shares of iShares MSCI Switzerland ETF worth $1.46M as of Q2 2026.
  • Evergreen Capital Management bought 500 iShares MSCI Switzerland ETF shares in Q2 2026, an estimated $30.8K.
  • iShares MSCI Switzerland ETF made up 0.03% of Evergreen Capital Management's portfolio in Q2 2026, its #405 holding.
  • Evergreen Capital Management first reported a position in iShares MSCI Switzerland ETF in Q2 2019 and has held it in 29 quarters since.
  • 194 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.