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

Henrickson Nauta 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	$451K	Hold	7,178	–	–	0.11%	62
2026 Q1	$422K	Sell	7,178 -7,178	-50%	-$439K	0.12%	58
2025 Q4	$869K	Buy	14,356 +7,178	+100%	+$412K	0.13%	50
2025 Q3	$397K	Hold	7,178	–	–	0.13%	54
2025 Q2	$393K	Hold	7,178	–	–	0.14%	52
2025 Q1	$357K	Hold	7,178	–	–	0.15%	50
2024 Q4	$330K	Hold	7,178	–	–	0.13%	59
2024 Q3	$374K	Hold	7,178	–	–	0.15%	51
2024 Q2	$346K	Hold	7,178	–	–	0.15%	54
2024 Q1	$331K	Sell	7,178 -134	-2%	-$6.35K	0.15%	50
2023 Q4	$353K	Hold	7,312	–	–	0.17%	53
2023 Q3	$319K	Buy	7,312 +134	+2%	+$6.15K	0.19%	42
2023 Q2	$332K	Hold	7,178	–	–	0.23%	40
2023 Q1	$325K	Hold	7,178	–	–	0.23%	35
2022 Q4	$301K	Buy	7,178 +851	+13%	+$34.6K	0.24%	36
2022 Q3	$237K	Hold	6,327	–	–	0.23%	38
2022 Q2	$263K	Buy	6,327 +284	+5%	+$12.8K	0.24%	34
2022 Q1	$297K	Hold	6,043	–	–	0.25%	29
2021 Q4	$295K	Buy	+6,043	New	+$303K	0.24%	32

Other funds holding EWL

BFI Infinity Zurich, Switzerland $337M AUM 27.28% 1-Year Est. Return

BPW

BlueDoor Private Wealth Beverly, Massachusetts $238M AUM

McHugh Group Bratenahl, Ohio $196M AUM 31.68% 1-Year Est. Return

WWM

Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return

EWA LLC Pittsbugh, Pennsylvania $548M AUM 35.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Henrickson Nauta Wealth Advisors's EWL Position: Q2 2026 in Review

Henrickson Nauta Wealth Advisors held its iShares MSCI Switzerland ETF (EWL) position steady in Q2 2026 at 7,178 shares worth $451K. The position accounts for 0.11% of the portfolio, ranked #62.

Henrickson Nauta Wealth Advisors first reported a position in EWL in Q4 2021 and has held it in 19 quarters since. The position peaked at $869K in Q4 2025. 21 funds tracked by Wall St. Rank hold EWL as of Q2 2026.

Henrickson Nauta Wealth Advisors held 7,178 shares of iShares MSCI Switzerland ETF worth $451K as of Q2 2026.
Henrickson Nauta Wealth Advisors left its iShares MSCI Switzerland ETF share count unchanged in Q2 2026.
iShares MSCI Switzerland ETF made up 0.11% of Henrickson Nauta Wealth Advisors's portfolio in Q2 2026, its #62 holding.
Henrickson Nauta Wealth Advisors first reported a position in iShares MSCI Switzerland ETF in Q4 2021 and has held it in 19 quarters since.
Henrickson Nauta Wealth Advisors's iShares MSCI Switzerland ETF position peaked at $869K in Q4 2025.
21 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q2 2026.

Based on Henrickson Nauta Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.