Jones Financial Companies
EWL icon

Jones Financial Companies’s iShares MSCI Switzerland ETF EWL Stock Holding History

Jones Financial Companies’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 		$415K Buy
7,281
+973
+15% +$59.5K ﹤0.01% 2132
2025
Q4 		$378K Buy
6,308
+266
+4% +$15.3K ﹤0.01% 1626
2025
Q3 		$328K Buy
6,042
+587
+11% +$32.1K ﹤0.01% 1581
2025
Q2 		$298K Buy
5,455
+327
+6% +$17.5K ﹤0.01% 1494
2025
Q1 		$269K Buy
5,128
+493
+11% +$24.9K ﹤0.01% 1370
2024
Q4 		$213K Buy
4,635
+3,905
+535% +$190K ﹤0.01% 1325
2024
Q3 		$38.3K Buy
730
+134
+22% +$6.77K ﹤0.01% 1734
2024
Q2 		$28.7K Buy
+596
New +$28.4K ﹤0.01% 1429

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

Jones Financial Companies's EWL Position: Q1 2026 in Review

Jones Financial Companies increased its iShares MSCI Switzerland ETF (EWL) stake by 15% in Q1 2026, buying an estimated $59.5K and bringing the position to 7,281 shares worth $415K. The position accounts for ﹤0.01% of the portfolio, ranked #2132.

Jones Financial Companies first reported a position in EWL in Q2 2024 and has held it in 8 quarters since. 186 funds tracked by Wall St. Rank hold EWL as of Q1 2026.

  • Jones Financial Companies held 7,281 shares of iShares MSCI Switzerland ETF worth $415K as of Q1 2026.
  • Jones Financial Companies bought 973 iShares MSCI Switzerland ETF shares in Q1 2026, an estimated $59.5K.
  • iShares MSCI Switzerland ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2132 holding.
  • Jones Financial Companies first reported a position in iShares MSCI Switzerland ETF in Q2 2024 and has held it in 8 quarters since.
  • 186 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.