Lyell Wealth Management
EWN icon

Lyell Wealth Management’s iShares MSCI Netherlands ETF EWN Stock Holding History

Lyell Wealth Management’s Portfolio EWN Stock Details EWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$270K Hold
3,990
– – 0.02% 204
2026
Q2 		$281K Hold
3,990
– – 0.02% 199
2026
Q1 		$229K Hold
3,990
– – 0.02% 201
2025
Q4 		$228K Hold
3,990
– – 0.02% 199
2025
Q3 		$231K Sell
3,990
-250
-6% -$13.5K 0.02% 200
2025
Q2 		$231K Buy
+4,240
New +$214K 0.02% 201

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Trek Financial
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Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Outlook Wealth Advisors
Outlook Wealth Advisors Shenandoah, Texas $470M AUM 20.06% 1-Year Est. Return
Contravisory Investment Management
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
VCM
Viewpoint Capital Management Seattle, Washington $214M AUM 18.61% 1-Year Est. Return
Virtus Family Office
Virtus Family Office El Paso, Texas $131M AUM 16.07% 1-Year Est. Return

Lyell Wealth Management's EWN Position: Q3 2026 in Review

Lyell Wealth Management held its iShares MSCI Netherlands ETF (EWN) position steady in Q3 2026 at 3,990 shares worth $270K. The position accounts for 0.02% of the portfolio, ranked #204.

Lyell Wealth Management first reported a position in EWN in Q2 2025 and has held it in 6 quarters since. The position peaked at $281K in Q2 2026. 25 funds tracked by Wall St. Rank hold EWN as of Q3 2026.

  • Lyell Wealth Management held 3,990 shares of iShares MSCI Netherlands ETF worth $270K as of Q3 2026.
  • Lyell Wealth Management left its iShares MSCI Netherlands ETF share count unchanged in Q3 2026.
  • iShares MSCI Netherlands ETF made up 0.02% of Lyell Wealth Management's portfolio in Q3 2026, its #204 holding.
  • Lyell Wealth Management first reported a position in iShares MSCI Netherlands ETF in Q2 2025 and has held it in 6 quarters since.
  • Lyell Wealth Management's iShares MSCI Netherlands ETF position peaked at $281K in Q2 2026.
  • 25 funds tracked by Wall St. Rank held iShares MSCI Netherlands ETF as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.