IWC
EWL icon

Integrated Wealth Concepts’s iShares MSCI Switzerland ETF EWL Stock Holding History

Integrated Wealth Concepts’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 		$202K Sell
3,433
-18,715
-84% -$1.14M ﹤0.01% 2109
2025
Q4 		$1.33M Buy
+22,148
New +$1.27M 0.02% 663
2025
Q3 		– Sell
-22,972
Closed -$1.26M – 2004
2025
Q2 		$1.26M Sell
22,972
-21,418
-48% -$1.14M 0.01% 805
2025
Q1 		$2.3M Buy
44,390
+9,477
+27% +$478K 0.03% 545
2024
Q4 		$1.6M Buy
34,913
+7,115
+26% +$347K 0.02% 635
2024
Q3 		$1.45M Buy
27,798
+2,457
+10% +$124K 0.02% 657
2024
Q2 		$1.22M Buy
+25,341
New +$1.21M 0.02% 670
2024
Q1 		– Sell
-4,777
Closed -$231K – 1668
2023
Q4 		$231K Sell
4,777
-17,344
-78% -$773K ﹤0.01% 1400
2023
Q3 		$964K Buy
+22,121
New +$1.02M 0.02% 706
2022
Q1 		– Sell
-37,514
Closed -$1.98M – 980
2021
Q4 		$1.98M Buy
37,514
+4,412
+13% +$221K 0.06% 265
2021
Q3 		$1.54M Buy
+33,102
New +$1.64M 0.05% 291
2020
Q4 		– Sell
-20,275
Closed -$833K – 630
2020
Q3 		$833K Buy
+20,275
New +$838K 0.05% 244
2020
Q1 		– Sell
-8,347
Closed -$339K – 432
2019
Q4 		$339K Buy
+8,347
New +$322K 0.03% 344

Other funds holding EWL

Bank of America
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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vontobel Holding
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Integrated Wealth Concepts's EWL Position: Q1 2026 in Review

Integrated Wealth Concepts reduced its iShares MSCI Switzerland ETF (EWL) stake by 84% in Q1 2026, selling an estimated $1.14M and leaving 3,433 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #2109.

Integrated Wealth Concepts first reported a position in EWL in Q4 2019 and has held it in 13 quarters since. The position peaked at $2.3M in Q1 2025. 186 funds tracked by Wall St. Rank hold EWL as of Q1 2026.

  • Integrated Wealth Concepts held 3,433 shares of iShares MSCI Switzerland ETF worth $202K as of Q1 2026.
  • Integrated Wealth Concepts sold 18,715 iShares MSCI Switzerland ETF shares in Q1 2026, an estimated $1.14M.
  • iShares MSCI Switzerland ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #2109 holding.
  • Integrated Wealth Concepts first reported a position in iShares MSCI Switzerland ETF in Q4 2019 and has held it in 13 quarters since.
  • Integrated Wealth Concepts's iShares MSCI Switzerland ETF position peaked at $2.3M in Q1 2025.
  • 186 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.