LGL Partners’s iShares MSCI Switzerland ETF EWL Stock Holding History

LGL Partners’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	$490K	Buy	7,792 +135	+2%	+$8.31K	0.18%	38
2026 Q1	$450K	Buy	7,657 +3,870	+102%	+$237K	0.19%	42
2025 Q4	$227K	Hold	3,787	–	–	0.1%	51
2025 Q3	$209K	Hold	3,787	–	–	0.09%	54
2025 Q2	$203K	Buy	+3,787	New	+$202K	0.09%	55
2019 Q3	–	Sell	-8,634	Closed	-$324K	–	107
2019 Q2	$324K	Buy	8,634 +172	+2%	+$6.24K	0.13%	80
2019 Q1	$299K	Hold	8,462	–	–	0.11%	82
2018 Q4	$267K	Sell	8,462 -558	-6%	-$18.2K	0.15%	44
2018 Q3	$313K	Hold	9,020	–	–	0.15%	46
2018 Q2	$294K	Buy	+9,020	New	+$305K	0.14%	50

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

LGL Partners's EWL Position: Q2 2026 in Review

LGL Partners increased its iShares MSCI Switzerland ETF (EWL) stake by 1.8% in Q2 2026, buying an estimated $8.31K and bringing the position to 7,792 shares worth $490K. The position accounts for 0.18% of the portfolio, ranked #38.

LGL Partners first reported a position in EWL in Q2 2018 and has held it in 10 quarters since. 194 funds tracked by Wall St. Rank hold EWL as of Q2 2026.

LGL Partners held 7,792 shares of iShares MSCI Switzerland ETF worth $490K as of Q2 2026.
LGL Partners bought 135 iShares MSCI Switzerland ETF shares in Q2 2026, an estimated $8.31K.
iShares MSCI Switzerland ETF made up 0.18% of LGL Partners's portfolio in Q2 2026, its #38 holding.
LGL Partners first reported a position in iShares MSCI Switzerland ETF in Q2 2018 and has held it in 10 quarters since.
194 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q2 2026.

Based on LGL Partners's 13F filing for Q2 2026, filed 27 Jul 2026.