Global Endowment Management’s iShares MSCI Switzerland ETF EWL Stock Holding History

Global Endowment 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 Q1	$470K	Hold	8,000	–	–	0.05%	87
2025 Q4	$480K	Hold	8,000	–	–	0.06%	87
2025 Q3	$442K	Hold	8,000	–	–	0.06%	95
2025 Q2	$438K	Hold	8,000	–	–	0.06%	85
2025 Q1	$414K	Sell	8,000 -8,000	-50%	-$404K	0.05%	91
2024 Q4	$735K	Hold	16,000	–	–	0.09%	88
2024 Q3	$834K	Hold	16,000	–	–	0.08%	87
2024 Q2	$771K	Hold	16,000	–	–	0.08%	86
2024 Q1	$762K	Hold	16,000	–	–	0.08%	90
2023 Q4	$772K	Hold	16,000	–	–	0.09%	84
2023 Q3	$697K	Hold	16,000	–	–	0.07%	90
2023 Q2	$739K	Hold	16,000	–	–	0.09%	58
2023 Q1	$725K	Hold	16,000	–	–	0.08%	71
2022 Q4	$671K	Hold	16,000	–	–	0.07%	75
2022 Q3	$599K	Sell	16,000 -13,950	-47%	-$577K	0.06%	84
2022 Q2	$1.24M	Hold	29,950	–	–	0.11%	75
2022 Q1	$1.47M	Hold	29,950	–	–	0.1%	72
2021 Q4	$1.58M	Hold	29,950	–	–	0.12%	64
2021 Q3	$1.4M	Hold	29,950	–	–	0.09%	66
2021 Q2	$1.46M	Hold	29,950	–	–	0.08%	71
2021 Q1	$1.32M	Hold	29,950	–	–	0.08%	71
2020 Q4	$1.34M	Hold	29,950	–	–	0.09%	70
2020 Q3	$1.23M	Hold	29,950	–	–	0.1%	59
2020 Q2	$1.17M	Hold	29,950	–	–	0.09%	49
2020 Q1	$1.06M	Hold	29,950	–	–	0.1%	47
2019 Q4	$1.22M	Buy	29,950 +4,900	+20%	+$189K	0.09%	55
2019 Q3	$944K	Hold	25,050	–	–	0.08%	47
2019 Q2	$941K	Hold	25,050	–	–	0.09%	69
2019 Q1	$886K	Hold	25,050	–	–	0.13%	125
2018 Q4	$790K	Sell	25,050 -2,900	-10%	-$94.8K	0.17%	67
2018 Q3	$970K	Hold	27,950	–	–	0.13%	102
2018 Q2	$911K	Buy	27,950 +2,900	+12%	+$98.1K	0.12%	109
2018 Q1	$861K	Hold	25,050	–	–	0.12%	113
2017 Q4	$891K	Hold	25,050	–	–	0.13%	102
2017 Q3	$878K	Hold	25,050	–	–	0.12%	124
2017 Q2	$859K	Hold	25,050	–	–	0.12%	122
2017 Q1	$801K	Hold	25,050	–	–	0.12%	119
2016 Q4	$738K	Hold	25,050	–	–	0.11%	117
2016 Q3	$765K	Hold	25,050	–	–	0.13%	105
2016 Q2	$743K	Hold	25,050	–	–	0.16%	87
2016 Q1	$745K	Hold	25,050	–	–	0.16%	83
2015 Q4	$778K	Hold	25,050	–	–	0.14%	94
2015 Q3	$766K	Hold	25,050	–	–	0.11%	130
2015 Q2	$820K	Hold	25,050	–	–	0.11%	154
2015 Q1	$832K	Hold	25,050	–	–	0.13%	148
2014 Q4	$794K	Hold	25,050	–	–	0.13%	158
2014 Q3	$814K	Hold	25,050	–	–	0.12%	156
2014 Q2	$860K	Hold	25,050	–	–	0.13%	152
2014 Q1	$860K	Hold	25,050	–	–	0.13%	159
2013 Q4	$826K	Hold	25,050	–	–	0.17%	149
2013 Q3	$784K	Hold	25,050	–	–	0.2%	117
2013 Q2	$718K	Buy	+25,050	New	+$749K	0.2%	115

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

Global Endowment Management's EWL Position: Q1 2026 in Review

Global Endowment Management held its iShares MSCI Switzerland ETF (EWL) position steady in Q1 2026 at 8,000 shares worth $470K. The position accounts for 0.05% of the portfolio, ranked #87.

Global Endowment Management first reported a position in EWL in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.58M in Q4 2021. 186 funds tracked by Wall St. Rank hold EWL as of Q1 2026.

Global Endowment Management held 8,000 shares of iShares MSCI Switzerland ETF worth $470K as of Q1 2026.
Global Endowment Management left its iShares MSCI Switzerland ETF share count unchanged in Q1 2026.
iShares MSCI Switzerland ETF made up 0.05% of Global Endowment Management's portfolio in Q1 2026, its #87 holding.
Global Endowment Management first reported a position in iShares MSCI Switzerland ETF in Q2 2013 and has held it in 52 quarters since.
Global Endowment Management's iShares MSCI Switzerland ETF position peaked at $1.58M in Q4 2021.
186 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q1 2026.

Based on Global Endowment Management's 13F filing for Q1 2026, filed 14 May 2026.