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Forum Finance Group’s iShares MSCI Switzerland ETF EWL Stock Holding History

Forum Finance Group’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 		$472K Buy
9,300
+3,047
+49% +$188K 0.17% 105
2026
Q1 		$294K Buy
+6,253
New +$382K 0.16% 106

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

Forum Finance Group's EWL Position: Q2 2026 in Review

Forum Finance Group increased its iShares MSCI Switzerland ETF (EWL) stake by 49% in Q2 2026, buying an estimated $188K and bringing the position to 9,300 shares worth $472K. The position accounts for 0.17% of the portfolio, ranked #105.

Forum Finance Group first reported a position in EWL in Q1 2026 and has held it in 2 quarters since. 194 funds tracked by Wall St. Rank hold EWL as of Q2 2026.

  • Forum Finance Group held 9,300 shares of iShares MSCI Switzerland ETF worth $472K as of Q2 2026.
  • Forum Finance Group bought 3,047 iShares MSCI Switzerland ETF shares in Q2 2026, an estimated $188K.
  • iShares MSCI Switzerland ETF made up 0.17% of Forum Finance Group's portfolio in Q2 2026, its #105 holding.
  • Forum Finance Group first reported a position in iShares MSCI Switzerland ETF in Q1 2026 and has held it in 2 quarters since.
  • 194 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.