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

JGP 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	$233K	Buy	+3,713	New	+$228K	0.02%	213

Other funds holding EWL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 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

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

JGP Wealth Management opened a new position in iShares MSCI Switzerland ETF (EWL) in Q2 2026: 3,713 shares worth $233K. The stake represents 0.02% of the portfolio and ranks #213 among its holdings.

194 funds tracked by Wall St. Rank hold EWL as of Q2 2026.

JGP Wealth Management held 3,713 shares of iShares MSCI Switzerland ETF worth $233K as of Q2 2026.
iShares MSCI Switzerland ETF was a new JGP Wealth Management position in Q2 2026.
iShares MSCI Switzerland ETF made up 0.02% of JGP Wealth Management's portfolio in Q2 2026, its #213 holding.
194 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.