EverSource Wealth Advisors’s iShares MSCI Switzerland ETF EWL Stock Holding History

EverSource Wealth Advisors’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	$6.29K	Hold	100	–	–	﹤0.01%	3168
2026 Q1	$5.88K	Hold	100	–	–	﹤0.01%	3189
2025 Q4	$6K	Hold	100	–	–	﹤0.01%	3046
2025 Q3	$5.52K	Hold	100	–	–	﹤0.01%	3117
2025 Q2	$5.48K	Hold	100	–	–	﹤0.01%	3124
2025 Q1	$5.18K	Hold	100	–	–	﹤0.01%	2477
2024 Q4	$4.6K	Hold	100	–	–	﹤0.01%	2387
2024 Q3	$5.21K	Hold	100	–	–	﹤0.01%	2210
2024 Q2	$5.04K	Hold	100	–	–	﹤0.01%	2220
2024 Q1	$4.54K	Hold	100	–	–	﹤0.01%	2093
2023 Q4	$4.83K	Hold	100	–	–	﹤0.01%	1875
2023 Q3	$4.36K	Hold	100	–	–	﹤0.01%	1756
2023 Q2	$4.62K	Hold	100	–	–	﹤0.01%	1760
2023 Q1	$4.53K	Sell	100 -17	-15%	-$751	﹤0.01%	1672
2022 Q4	$4.91K	Buy	117 +17	+17%	+$691	﹤0.01%	1609
2022 Q3	$4K	Hold	100	–	–	﹤0.01%	1428
2022 Q2	$4K	Hold	100	–	–	﹤0.01%	1317
2022 Q1	$5K	Hold	100	–	–	﹤0.01%	1239
2021 Q4	$5K	Buy	+100	New	+$5.01K	﹤0.01%	1255

Other funds holding EWL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 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

EverSource Wealth Advisors's EWL Position: Q2 2026 in Review

EverSource Wealth Advisors held its iShares MSCI Switzerland ETF (EWL) position steady in Q2 2026 at 100 shares worth $6.29K. The position accounts for ﹤0.01% of the portfolio, ranked #3168.

EverSource Wealth Advisors first reported a position in EWL in Q4 2021 and has held it in 19 quarters since. 194 funds tracked by Wall St. Rank hold EWL as of Q2 2026.

EverSource Wealth Advisors held 100 shares of iShares MSCI Switzerland ETF worth $6.29K as of Q2 2026.
EverSource Wealth Advisors left its iShares MSCI Switzerland ETF share count unchanged in Q2 2026.
iShares MSCI Switzerland ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3168 holding.
EverSource Wealth Advisors first reported a position in iShares MSCI Switzerland ETF in Q4 2021 and has held it in 19 quarters since.
194 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.