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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
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

Other funds holding EWN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Lyell Wealth Management's EWN Position: Q1 2026 in Review

Lyell Wealth Management held its iShares MSCI Netherlands ETF (EWN) position steady in Q1 2026 at 3,990 shares worth $229K. The position accounts for 0.02% of the portfolio, ranked #201.

Lyell Wealth Management first reported a position in EWN in Q2 2025 and has held it in 4 quarters since. The position peaked at $231K in Q3 2025. 67 funds tracked by Wall St. Rank hold EWN as of Q1 2026.

  • Lyell Wealth Management held 3,990 shares of iShares MSCI Netherlands ETF worth $229K as of Q1 2026.
  • Lyell Wealth Management left its iShares MSCI Netherlands ETF share count unchanged in Q1 2026.
  • iShares MSCI Netherlands ETF made up 0.02% of Lyell Wealth Management's portfolio in Q1 2026, its #201 holding.
  • Lyell Wealth Management first reported a position in iShares MSCI Netherlands ETF in Q2 2025 and has held it in 4 quarters since.
  • Lyell Wealth Management's iShares MSCI Netherlands ETF position peaked at $231K in Q3 2025.
  • 67 funds tracked by Wall St. Rank held iShares MSCI Netherlands ETF as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.