IHWM
EWL icon

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

Iron Horse 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
2025
Q2 		$9.1K Hold
166
– – ﹤0.01% 301
2025
Q1 		$8.6K Hold
166
– – ﹤0.01% 291
2024
Q4 		$7.63K Hold
166
– – ﹤0.01% 265
2024
Q3 		$8.65K Hold
166
– – ﹤0.01% 248
2024
Q2 		$8K Hold
166
– – ﹤0.01% 236
2024
Q1 		$7.9K Hold
166
– – ﹤0.01% 219
2023
Q4 		$8.01K Hold
166
– – ﹤0.01% 214
2023
Q3 		$7.23K Buy
+166
New +$7.62K ﹤0.01% 224

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Allspring Global Investments
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Morgan Stanley
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Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return