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 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

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 Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

LGL Partners's EWL Position: Q1 2026 in Review

LGL Partners increased its iShares MSCI Switzerland ETF (EWL) stake by 102% in Q1 2026, buying an estimated $237K and bringing the position to 7,657 shares worth $450K. The position accounts for 0.19% of the portfolio, ranked #42.

LGL Partners first reported a position in EWL in Q2 2018 and has held it in 9 quarters since. 186 funds tracked by Wall St. Rank hold EWL as of Q1 2026.

LGL Partners held 7,657 shares of iShares MSCI Switzerland ETF worth $450K as of Q1 2026.
LGL Partners bought 3,870 iShares MSCI Switzerland ETF shares in Q1 2026, an estimated $237K.
iShares MSCI Switzerland ETF made up 0.19% of LGL Partners's portfolio in Q1 2026, its #42 holding.
LGL Partners first reported a position in iShares MSCI Switzerland ETF in Q2 2018 and has held it in 9 quarters since.
186 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q1 2026.

Based on LGL Partners's 13F filing for Q1 2026, filed 14 May 2026.