GenTrust’s iShares MSCI Switzerland ETF EWL Stock Holding History

GenTrust’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 Q1	$17.8M	Buy	303,248 +13,197	+5%	+$807K	0.76%	26
2025 Q4	$17.4M	Buy	290,051 +17,330	+6%	+$995K	0.75%	29
2025 Q3	$15.1M	Sell	272,721 -6,040	-2%	-$331K	0.68%	32
2025 Q2	$15.3M	Buy	278,761 +253,980	+1,025%	+$13.6M	0.72%	32
2025 Q1	$1.28M	Buy	24,781 +571	+2%	+$28.8K	0.06%	85
2024 Q4	$1.11M	Buy	24,210 +900	+4%	+$43.9K	0.05%	100
2024 Q3	$1.21M	Hold	23,310	–	–	0.06%	95
2024 Q2	$1.12M	Buy	23,310 +900	+4%	+$42.9K	0.06%	84
2024 Q1	$1.07M	Sell	22,410 -1,750	-7%	-$82.9K	0.07%	78
2023 Q4	$1.17M	Buy	24,160 +2,190	+10%	+$97.6K	0.08%	69
2023 Q3	$957K	Sell	21,970 -1,480	-6%	-$67.9K	0.07%	78
2023 Q2	$1.08M	Buy	+23,450	New	+$1.1M	0.07%	79

Other funds holding EWL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

GenTrust's EWL Position: Q1 2026 in Review

GenTrust increased its iShares MSCI Switzerland ETF (EWL) stake by 4.5% in Q1 2026, buying an estimated $807K and bringing the position to 303,248 shares worth $17.8M. The position accounts for 0.76% of the portfolio, ranked #26.

GenTrust first reported a position in EWL in Q2 2023 and has held it in 12 quarters since. 186 funds tracked by Wall St. Rank hold EWL as of Q1 2026.

GenTrust held 303,248 shares of iShares MSCI Switzerland ETF worth $17.8M as of Q1 2026.
GenTrust bought 13,197 iShares MSCI Switzerland ETF shares in Q1 2026, an estimated $807K.
iShares MSCI Switzerland ETF made up 0.76% of GenTrust's portfolio in Q1 2026, its #26 holding.
GenTrust first reported a position in iShares MSCI Switzerland ETF in Q2 2023 and has held it in 12 quarters since.
186 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q1 2026.

Based on GenTrust's 13F filing for Q1 2026, filed 27 Apr 2026.