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EWL icon

LMCG Investments’s iShares MSCI Switzerland ETF EWL Stock Holding History

LMCG Investments’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 		$1.1M Sell
17,544
-1,623
-8% -$99.9K 0.06% 166
2026
Q1 		$1.13M Sell
19,167
-1,087
-5% -$66.5K 0.07% 154
2025
Q4 		$1.21M Sell
20,254
-46
-0.2% -$2.64K 0.07% 148
2025
Q3 		$1.12M Buy
20,300
+1,235
+6% +$67.6K 0.07% 155
2025
Q2 		$1.04M Sell
19,065
-1,090
-5% -$58.2K 0.07% 161
2025
Q1 		$1.04M Sell
20,155
-1,918
-9% -$96.8K 0.07% 167
2024
Q4 		$1.01M Sell
22,073
-140
-0.6% -$6.83K 0.06% 163
2024
Q3 		$1.16M Sell
22,213
-178
-0.8% -$9K 0.07% 148
2024
Q2 		$1.08M Sell
22,391
-289
-1% -$13.8K 0.06% 180
2024
Q1 		$1.08M Buy
22,680
+228
+1% +$10.8K 0.06% 187
2023
Q4 		$1.08M Buy
22,452
+106
+0.5% +$4.72K 0.07% 214
2023
Q3 		$974K Buy
22,346
+8,517
+62% +$391K 0.07% 210
2023
Q2 		$639K Buy
13,829
+1,890
+16% +$88.9K 0.04% 244
2023
Q1 		$541K Buy
11,939
+59
+0.5% +$2.61K 0.04% 249
2022
Q4 		$498K Buy
11,880
+466
+4% +$19K 0.03% 257
2022
Q3 		$427K Buy
11,414
+244
+2% +$10.1K 0.03% 283
2022
Q2 		$464K Buy
11,170
+222
+2% +$9.97K 0.03% 270
2022
Q1 		$538K Buy
+10,948
New +$535K 0.03% 277
2015
Q3 		$2.85M Buy
93,024
+1,591
+2% +$51.9K 0.06% 347
2015
Q2 		$2.99M Buy
91,433
+740
+0.8% +$25.7K 0.06% 335
2015
Q1 		$3.01M Buy
90,693
+13,063
+17% +$427K 0.06% 346
2014
Q4 		$2.46M Buy
77,630
+1,692
+2% +$54.3K 0.05% 327
2014
Q3 		$2.47M Buy
75,938
+1,718
+2% +$57.4K 0.06% 324
2014
Q2 		$2.55M Buy
74,220
+4,337
+6% +$151K 0.06% 330
2014
Q1 		$2.4M Buy
69,883
+3,283
+5% +$109K 0.05% 318
2013
Q4 		$2.2M Buy
66,600
+1,971
+3% +$62.8K 0.05% 327
2013
Q3 		$2.02M Buy
64,629
+10,649
+20% +$321K 0.05% 321
2013
Q2 		$1.55M Buy
+53,980
New +$1.61M 0.04% 329

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Vontobel Holding
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

LMCG Investments's EWL Position: Q2 2026 in Review

LMCG Investments reduced its iShares MSCI Switzerland ETF (EWL) stake by 8.5% in Q2 2026, selling an estimated $99.9K and leaving 17,544 shares worth $1.1M. The position accounts for 0.06% of the portfolio, ranked #166.

LMCG Investments first reported a position in EWL in Q2 2013 and has held it in 28 quarters since. The position peaked at $3.01M in Q1 2015. 194 funds tracked by Wall St. Rank hold EWL as of Q2 2026.

  • LMCG Investments held 17,544 shares of iShares MSCI Switzerland ETF worth $1.1M as of Q2 2026.
  • LMCG Investments sold 1,623 iShares MSCI Switzerland ETF shares in Q2 2026, an estimated $99.9K.
  • iShares MSCI Switzerland ETF made up 0.06% of LMCG Investments's portfolio in Q2 2026, its #166 holding.
  • LMCG Investments first reported a position in iShares MSCI Switzerland ETF in Q2 2013 and has held it in 28 quarters since.
  • LMCG Investments's iShares MSCI Switzerland ETF position peaked at $3.01M in Q1 2015.
  • 194 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q2 2026.

Based on LMCG Investments's 13F filing for Q2 2026, filed 22 Jul 2026.