Kestra Advisory Services
EWL icon

Kestra Advisory Services’s iShares MSCI Switzerland ETF EWL Stock Holding History

Kestra Advisory Services’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
Q3 		$416K Hold
7,029
– – ﹤0.01% 2670
2026
Q2 		$442K Sell
7,029
-28
-0.4% -$1.72K ﹤0.01% 2433
2026
Q1 		$415K Buy
7,057
+3,450
+96% +$211K ﹤0.01% 2373
2025
Q4 		$216K Sell
3,607
-37
-1% -$2.12K ﹤0.01% 2823
2025
Q3 		$201K Sell
3,644
-361
-9% -$19.8K ﹤0.01% 2744
2025
Q2 		$220K Buy
+4,005
New +$214K ﹤0.01% 2595
2024
Q4 		– Sell
-4,283
Closed -$223K – 2703
2024
Q3 		$223K Sell
4,283
-333
-7% -$16.8K ﹤0.01% 2298
2024
Q2 		$223K Buy
4,616
+25
+0.5% +$1.19K ﹤0.01% 2329
2024
Q1 		$219K Sell
4,591
-339
-7% -$16.1K ﹤0.01% 2218
2023
Q4 		$238K Sell
4,930
-284
-5% -$12.7K ﹤0.01% 1998
2023
Q3 		$227K Sell
5,214
-117
-2% -$5.37K ﹤0.01% 1852
2023
Q2 		$246K Sell
5,331
-111
-2% -$5.22K ﹤0.01% 1770
2023
Q1 		$247K Sell
5,442
-2,665
-33% -$118K ﹤0.01% 1694
2022
Q4 		$340K Buy
8,107
+1,293
+19% +$52.6K ﹤0.01% 1650
2022
Q3 		$255K Buy
6,814
+267
+4% +$11K ﹤0.01% 1700
2022
Q2 		$272K Buy
6,547
+879
+16% +$39.5K ﹤0.01% 1685
2022
Q1 		$278K Sell
5,668
-7,680
-58% -$375K ﹤0.01% 1634
2021
Q4 		$704K Sell
13,348
-1,575
-11% -$78.9K 0.01% 1140
2021
Q3 		$695K Buy
14,923
+112
+0.8% +$5.56K 0.01% 1205
2021
Q2 		$720K Buy
14,811
+6,128
+71% +$292K 0.01% 1098
2021
Q1 		$384K Sell
8,683
-106
-1% -$4.73K ﹤0.01% 1322
2020
Q4 		$396K Buy
8,789
+8,700
+9,775% +$369K ﹤0.01% 1325
2020
Q3 		$234K Buy
+89
New +$3.68K ﹤0.01% 1219

Other funds holding EWL

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
GenTrust
GenTrust Miami, Florida $2.65B AUM 11.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Pictet North America Advisors
Pictet North America Advisors Geneva 73, Switzerland $1.19B AUM 13.9% 1-Year Est. Return

Kestra Advisory Services's EWL Position: Q3 2026 in Review

Kestra Advisory Services held its iShares MSCI Switzerland ETF (EWL) position steady in Q3 2026 at 7,029 shares worth $416K. The position accounts for ﹤0.01% of the portfolio, ranked #2670.

Kestra Advisory Services first reported a position in EWL in Q3 2020 and has held it in 23 quarters since. The position peaked at $720K in Q2 2021. 94 funds tracked by Wall St. Rank hold EWL as of Q3 2026.

  • Kestra Advisory Services held 7,029 shares of iShares MSCI Switzerland ETF worth $416K as of Q3 2026.
  • Kestra Advisory Services left its iShares MSCI Switzerland ETF share count unchanged in Q3 2026.
  • iShares MSCI Switzerland ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2670 holding.
  • Kestra Advisory Services first reported a position in iShares MSCI Switzerland ETF in Q3 2020 and has held it in 23 quarters since.
  • Kestra Advisory Services's iShares MSCI Switzerland ETF position peaked at $720K in Q2 2021.
  • 94 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.