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Marotta Asset Management’s iShares MSCI Switzerland ETF EWL Stock Holding History

Marotta Asset Management’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 		$538K Sell
8,605
-1,885
-18% -$116K 0.09% 64
2026
Q1 		$624K Sell
10,490
-108
-1% -$6.61K 0.11% 60
2025
Q4 		$635K Sell
10,598
-926
-8% -$53.2K 0.12% 60
2025
Q3 		$645K Sell
11,524
-132
-1% -$7.23K 0.12% 60
2025
Q2 		$639K Sell
11,656
-1,254
-10% -$67K 0.13% 60
2025
Q1 		$673K Buy
12,910
+858
+7% +$43.3K 0.13% 64
2024
Q4 		$553K Sell
12,052
-858
-7% -$41.8K 0.12% 67
2024
Q3 		$673K Buy
12,910
+360
+3% +$18.2K 0.13% 64
2024
Q2 		$604K Sell
12,550
-328
-3% -$15.6K 0.12% 66
2024
Q1 		$613K Sell
12,878
-1,167
-8% -$55.3K 0.13% 62
2023
Q4 		$678K Sell
14,045
-1,960
-12% -$87.3K 0.15% 60
2023
Q3 		$697K Sell
16,005
-39
-0.2% -$1.79K 0.16% 59
2023
Q2 		$741K Buy
+16,044
New +$755K 0.17% 57
2022
Q4 		$679K Sell
16,195
-509
-3% -$20.7K 0.16% 59
2022
Q3 		$626K Sell
16,704
-7,668
-31% -$317K 0.16% 55
2022
Q2 		$1.01M Sell
24,372
-7,141
-23% -$321K 0.25% 49
2022
Q1 		$1.55M Sell
31,513
-7,222
-19% -$353K 0.36% 39
2021
Q4 		$2.04M Sell
38,735
-2,837
-7% -$142K 0.46% 37
2021
Q3 		$1.94M Sell
41,572
-1,133
-3% -$56.3K 0.47% 37
2021
Q2 		$2.08M Sell
42,705
-817
-2% -$39K 0.5% 36
2021
Q1 		$1.96M Sell
43,522
-12,022
-22% -$537K 0.5% 35
2020
Q4 		$2.48M Sell
55,544
-1,512
-3% -$64.2K 0.65% 33
2020
Q3 		$2.34M Sell
57,056
-10,122
-15% -$418K 0.71% 36
2020
Q2 		$2.62M Sell
67,178
-27,169
-29% -$1.02M 0.84% 32
2020
Q1 		$3.25M Sell
94,347
-22,173
-19% -$862K 1.25% 26
2019
Q4 		$4.75M Buy
+116,520
New +$4.5M 1.45% 20

Other funds holding EWL

BI
BFI Infinity Zurich, Switzerland $337M AUM 27.28% 1-Year Est. Return
BPW
BlueDoor Private Wealth Beverly, Massachusetts $238M AUM
MG
McHugh Group Bratenahl, Ohio $196M AUM 31.68% 1-Year Est. Return
WWM
Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return
HNWA
Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return
EL
EWA LLC Pittsbugh, Pennsylvania $548M AUM 35.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Marotta Asset Management's EWL Position: Q2 2026 in Review

Marotta Asset Management reduced its iShares MSCI Switzerland ETF (EWL) stake by 18% in Q2 2026, selling an estimated $116K and leaving 8,605 shares worth $538K. The position accounts for 0.09% of the portfolio, ranked #64.

Marotta Asset Management first reported a position in EWL in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.75M in Q4 2019. 21 funds tracked by Wall St. Rank hold EWL as of Q2 2026.

  • Marotta Asset Management held 8,605 shares of iShares MSCI Switzerland ETF worth $538K as of Q2 2026.
  • Marotta Asset Management sold 1,885 iShares MSCI Switzerland ETF shares in Q2 2026, an estimated $116K.
  • iShares MSCI Switzerland ETF made up 0.09% of Marotta Asset Management's portfolio in Q2 2026, its #64 holding.
  • Marotta Asset Management first reported a position in iShares MSCI Switzerland ETF in Q4 2019 and has held it in 26 quarters since.
  • Marotta Asset Management's iShares MSCI Switzerland ETF position peaked at $4.75M in Q4 2019.
  • 21 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q2 2026.

Based on Marotta Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.