Lido Advisors
EWL icon

Lido Advisors’s iShares MSCI Switzerland ETF EWL Stock Holding History

Lido 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
2026
Q3 		$23.7M Buy
400,286
+63,156
+19% +$3.95M 0.06% 221
2026
Q2 		$21.2M Buy
337,130
+43,623
+15% +$2.68M 0.06% 220
2026
Q1 		$17.3M Buy
293,507
+179,023
+156% +$10.9M 0.05% 226
2025
Q4 		$6.36M Buy
114,484
+2,315
+2% +$133K 0.02% 402
2025
Q3 		$6.2M Buy
112,169
+68,212
+155% +$3.74M 0.02% 393
2025
Q2 		$2.41M Buy
+43,957
New +$2.35M 0.01% 536
2022
Q3 		– Sell
-8,172
Closed -$339K – 974
2022
Q2 		$339K Sell
8,172
-10,875
-57% -$488K ﹤0.01% 679
2022
Q1 		$935K Sell
19,047
-760
-4% -$37.1K 0.01% 413
2021
Q4 		$1.04M Buy
19,807
+2,294
+13% +$115K 0.01% 415
2021
Q3 		$815K Sell
17,513
-162
-0.9% -$8.04K 0.01% 455
2021
Q2 		$860K Sell
17,675
-343
-2% -$16.4K 0.01% 417
2021
Q1 		$797K Buy
18,018
+1,337
+8% +$59.7K 0.01% 388
2020
Q4 		$745K Buy
+16,681
New +$708K 0.02% 378

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
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
Ameliora Wealth Management
Ameliora Wealth Management Zurich, Switzerland $350M AUM 14.23% 1-Year Est. Return

Lido Advisors's EWL Position: Q3 2026 in Review

Lido Advisors increased its iShares MSCI Switzerland ETF (EWL) stake by 19% in Q3 2026, buying an estimated $3.95M and bringing the position to 400,286 shares worth $23.7M. The position accounts for 0.06% of the portfolio, ranked #221.

Lido Advisors first reported a position in EWL in Q4 2020 and has held it in 13 quarters since. 94 funds tracked by Wall St. Rank hold EWL as of Q3 2026.

  • Lido Advisors held 400,286 shares of iShares MSCI Switzerland ETF worth $23.7M as of Q3 2026.
  • Lido Advisors bought 63,156 iShares MSCI Switzerland ETF shares in Q3 2026, an estimated $3.95M.
  • iShares MSCI Switzerland ETF made up 0.06% of Lido Advisors's portfolio in Q3 2026, its #221 holding.
  • Lido Advisors first reported a position in iShares MSCI Switzerland ETF in Q4 2020 and has held it in 13 quarters since.
  • 94 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.