MSWA
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Marshall & Sterling Wealth Advisors’s iShares MSCI Switzerland ETF EWL Stock Holding History

Marshall & Sterling Wealth Advisors’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
2025
Q4 		– Sell
-63
Closed -$3.48K – 439
2025
Q3 		$3.48K Buy
+63
New +$3.45K ﹤0.01% 536

Other funds holding EWL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's EWL Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of iShares MSCI Switzerland ETF (EWL) in Q4 2025, closing a stake of 63 shares — an estimated $3.48K sold.

Marshall & Sterling Wealth Advisors first reported a position in EWL in Q3 2025 and held it in 1 quarter. The position peaked at $3.48K in Q3 2025. 189 funds tracked by Wall St. Rank hold EWL as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining iShares MSCI Switzerland ETF position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 63 iShares MSCI Switzerland ETF shares in Q4 2025, an estimated $3.48K.
  • Marshall & Sterling Wealth Advisors first reported a position in iShares MSCI Switzerland ETF in Q3 2025 and held it in 1 quarter.
  • Marshall & Sterling Wealth Advisors's iShares MSCI Switzerland ETF position peaked at $3.48K in Q3 2025.
  • 189 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.