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LGT Financial Advisors’s iShares MSCI Switzerland ETF EWL Stock Holding History

LGT Financial Advisors’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
2025
Q1 		– Sell
-375
Closed -$17.2K – 445
2024
Q4 		$17.2K Hold
375
– – 0.04% 338
2024
Q3 		$19.5K Hold
375
– – 0.05% 287
2024
Q2 		$18.1K Buy
375
+8
+2% +$381 0.04% 326
2024
Q1 		$17.5K Hold
367
– – 0.02% 386
2023
Q4 		$17.7K Hold
367
– – 0.02% 380
2023
Q3 		$16K Buy
+367
New +$16.8K 0.02% 396
2023
Q1 		– Sell
-359
Closed -$15.1K – 120
2022
Q4 		$15.1K Buy
+359
New +$14.6K 0.02% 158

Other funds holding EWL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Allspring Global Investments
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LGT Financial Advisors's EWL Position: Q1 2025 in Review

LGT Financial Advisors sold out of iShares MSCI Switzerland ETF (EWL) in Q1 2025, closing a stake of 375 shares — an estimated $17.2K sold.

LGT Financial Advisors first reported a position in EWL in Q4 2022 and held it in 7 quarters. The position peaked at $19.5K in Q3 2024. 155 funds tracked by Wall St. Rank hold EWL as of Q1 2025.

  • LGT Financial Advisors reported no remaining iShares MSCI Switzerland ETF position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 375 iShares MSCI Switzerland ETF shares in Q1 2025, an estimated $17.2K.
  • LGT Financial Advisors first reported a position in iShares MSCI Switzerland ETF in Q4 2022 and held it in 7 quarters.
  • LGT Financial Advisors's iShares MSCI Switzerland ETF position peaked at $19.5K in Q3 2024.
  • 155 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.