Lugano Financial Advisors SA (LFA)’s iShares MSCI Switzerland ETF EWL Stock Holding History

Lugano Financial Advisors SA (LFA)’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	$1.82M	Sell	29,262 -2,199	-7%	-$135K	1.1%	23
2026 Q1	$1.85M	Buy	31,461 +2,366	+8%	+$145K	0.94%	28
2025 Q4	$1.74M	Buy	29,095 +7,777	+36%	+$447K	0.9%	30
2025 Q3	$1.18M	Sell	21,318 -5,644	-21%	-$309K	0.62%	32
2025 Q2	$1.48M	Buy	26,962 +7,716	+40%	+$412K	0.88%	26
2025 Q1	$997K	Buy	19,246 +1,632	+9%	+$82.4K	0.68%	33
2024 Q4	$810K	Sell	17,614 -1,118	-6%	-$54.5K	0.53%	37
2024 Q3	$976K	Buy	18,732 +5,528	+42%	+$279K	0.66%	34
2024 Q2	$637K	Sell	13,204 -3,840	-23%	-$183K	0.48%	35
2024 Q1	$811K	Buy	17,044 +2,576	+18%	+$122K	0.59%	37
2023 Q4	$698K	Buy	14,468 +4,919	+52%	+$219K	0.55%	38
2023 Q3	$416K	Sell	9,549 -9,855	-51%	-$452K	0.36%	37
2023 Q2	$897K	Buy	19,404 +12,823	+195%	+$603K	0.6%	35
2023 Q1	$298K	Sell	6,581 -1,725	-21%	-$76.2K	0.23%	43
2022 Q4	$348K	Buy	8,306 +460	+6%	+$18.7K	0.26%	46
2022 Q3	$294K	Sell	7,846 -2,565	-25%	-$106K	0.23%	57
2022 Q2	$432K	Buy	10,411 +8,410	+420%	+$378K	0.3%	44
2022 Q1	$99K	Sell	2,001 -720	-26%	-$35.2K	0.07%	71
2021 Q4	$143K	Buy	2,721 +1,212	+80%	+$60.7K	0.08%	66
2021 Q3	$70K	Buy	1,509 +140	+10%	+$6.95K	0.05%	76
2021 Q2	$67K	Hold	1,369	–	–	0.04%	73
2021 Q1	$61K	Hold	1,369	–	–	0.04%	74
2020 Q4	$61K	Sell	1,369 -1,000	-42%	-$42.4K	0.05%	86
2020 Q3	$99K	Buy	2,369 +1,304	+122%	+$53.9K	0.09%	78
2020 Q2	$42K	Hold	1,065	–	–	0.04%	96
2020 Q1	$43K	Sell	1,065 -1,510	-59%	-$58.7K	0.04%	107
2019 Q4	$105K	Buy	+2,575	New	+$99.4K	0.08%	92
2019 Q2	$144K	Buy	3,844 +53	+1%	+$1.92K	0.09%	83
2019 Q1	$133K	Sell	3,791 -13,499	-78%	-$457K	0.08%	92
2018 Q4	$599K	Hold	17,290	–	–	0.42%	41
2018 Q3	$599K	Sell	17,290 -2,041	-11%	-$69.9K	0.42%	41
2018 Q2	$625K	Buy	+19,331	New	+$654K	0.6%	39

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

Lugano Financial Advisors SA (LFA)'s EWL Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) reduced its iShares MSCI Switzerland ETF (EWL) stake by 7% in Q2 2026, selling an estimated $135K and leaving 29,262 shares worth $1.82M. The position accounts for 1.1% of the portfolio, ranked #23.

Lugano Financial Advisors SA (LFA) first reported a position in EWL in Q2 2018 and has held it in 32 quarters since. The position peaked at $1.85M in Q1 2026. 194 funds tracked by Wall St. Rank hold EWL as of Q2 2026.

Lugano Financial Advisors SA (LFA) held 29,262 shares of iShares MSCI Switzerland ETF worth $1.82M as of Q2 2026.
Lugano Financial Advisors SA (LFA) sold 2,199 iShares MSCI Switzerland ETF shares in Q2 2026, an estimated $135K.
iShares MSCI Switzerland ETF made up 1.1% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #23 holding.
Lugano Financial Advisors SA (LFA) first reported a position in iShares MSCI Switzerland ETF in Q2 2018 and has held it in 32 quarters since.
Lugano Financial Advisors SA (LFA)'s iShares MSCI Switzerland ETF position peaked at $1.85M in Q1 2026.
194 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.