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HB Wealth Management’s iShares MSCI Switzerland ETF EWL Stock Holding History

HB Wealth 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 		$256K Buy
4,068
+102
+3% +$6.28K ﹤0.01% 1457
2026
Q1 		$233K Buy
3,966
+317
+9% +$19.4K ﹤0.01% 1361
2025
Q4 		$219K Hold
3,649
– – ﹤0.01% 1293
2025
Q3 		$202K Buy
+3,649
New +$200K ﹤0.01% 1275

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

HB Wealth Management's EWL Position: Q2 2026 in Review

HB Wealth Management increased its iShares MSCI Switzerland ETF (EWL) stake by 2.6% in Q2 2026, buying an estimated $6.28K and bringing the position to 4,068 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #1457.

HB Wealth Management first reported a position in EWL in Q3 2025 and has held it in 4 quarters since. 194 funds tracked by Wall St. Rank hold EWL as of Q2 2026.

  • HB Wealth Management held 4,068 shares of iShares MSCI Switzerland ETF worth $256K as of Q2 2026.
  • HB Wealth Management bought 102 iShares MSCI Switzerland ETF shares in Q2 2026, an estimated $6.28K.
  • iShares MSCI Switzerland ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1457 holding.
  • HB Wealth Management first reported a position in iShares MSCI Switzerland ETF in Q3 2025 and has held it in 4 quarters since.
  • 194 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.