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

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

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. 194 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.
194 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.