MPWT
EWL icon

MassMutual Private Wealth & Trust’s iShares MSCI Switzerland ETF EWL Stock Holding History

MassMutual Private Wealth & Trust’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 		$87.5K Sell
1,393
-101
-7% -$6.21K ﹤0.01% 613
2026
Q1 		$87.9K Sell
1,494
-51
-3% -$3.12K ﹤0.01% 599
2025
Q4 		$92.6K Sell
1,545
-108
-7% -$6.2K ﹤0.01% 609
2025
Q3 		$91.3K Sell
1,653
-80
-5% -$4.38K ﹤0.01% 628
2025
Q2 		$95K Buy
1,733
+64
+4% +$3.42K ﹤0.01% 602
2025
Q1 		$86.4K Buy
1,669
+252
+18% +$12.7K ﹤0.01% 592
2024
Q4 		$65.1K Buy
1,417
+166
+13% +$8.09K ﹤0.01% 677
2024
Q3 		$65.2K Sell
1,251
-71
-5% -$3.59K ﹤0.01% 606
2024
Q2 		$63.7K Buy
1,322
+256
+24% +$12.2K ﹤0.01% 598
2024
Q1 		$50.7K Buy
1,066
+41
+4% +$1.94K ﹤0.01% 615
2023
Q4 		$49.5K Buy
1,025
+140
+16% +$6.24K ﹤0.01% 608
2023
Q3 		$38.6K Buy
885
+467
+112% +$21.4K ﹤0.01% 655
2023
Q2 		$19.3K Sell
418
-2
-0.5% -$94 ﹤0.01% 771
2023
Q1 		$19K Buy
420
+29
+7% +$1.28K ﹤0.01% 745
2022
Q4 		$16K Buy
391
+102
+35% +$4.15K ﹤0.01% 680
2022
Q3 		$11K Buy
289
+5
+2% +$207 ﹤0.01% 719
2022
Q2 		$12K Sell
284
-10
-3% -$449 ﹤0.01% 680
2022
Q1 		$14K Buy
294
+74
+34% +$3.61K ﹤0.01% 671
2021
Q4 		$12K Buy
220
+19
+9% +$951 ﹤0.01% 695
2021
Q3 		$9K Buy
201
+65
+48% +$3.23K ﹤0.01% 720
2021
Q2 		$7K Sell
136
-48
-26% -$2.29K ﹤0.01% 754
2021
Q1 		$8K Sell
184
-7
-4% -$313 ﹤0.01% 631
2020
Q4 		$9K Buy
191
+43
+29% +$1.82K ﹤0.01% 611
2020
Q3 		$6K Hold
148
– – ﹤0.01% 626
2020
Q2 		$6K Sell
148
-200
-57% -$7.51K ﹤0.01% 586
2020
Q1 		$12K Sell
348
-20,345
-98% -$791K ﹤0.01% 500
2019
Q4 		$841K Sell
20,693
-370
-2% -$14.3K 0.05% 219
2019
Q3 		$794K Buy
+21,063
New +$787K 0.05% 218
2018
Q4 		– Sell
-383
Closed -$13.3K – 996
2018
Q3 		$13.3K Sell
383
-22,816
-98% -$782K ﹤0.01% 568
2018
Q2 		$756K Buy
23,199
+1,250
+6% +$42.3K 0.06% 217
2018
Q1 		$754K Buy
21,949
+2,236
+11% +$79.5K 0.06% 211
2017
Q4 		$701K Buy
19,713
+379
+2% +$13.2K 0.06% 211
2017
Q3 		$677K Buy
19,334
+864
+5% +$29.8K 0.06% 206
2017
Q2 		$634K Sell
18,470
-362
-2% -$12.2K 0.06% 204
2017
Q1 		$602K Buy
18,832
+990
+6% +$30.7K 0.06% 210
2016
Q4 		$526K Buy
+17,842
New +$521K 0.06% 190
2016
Q2 		$582K Buy
19,640
+408
+2% +$12.3K 0.07% 212
2016
Q1 		$572K Buy
19,232
+1,129
+6% +$32.8K 0.08% 207
2015
Q4 		$562K Buy
18,103
+7,179
+66% +$225K 0.08% 204
2015
Q3 		$355K Buy
10,924
+219
+2% +$7.14K 0.07% 217
2015
Q2 		$367K Sell
10,705
-3,679
-26% -$128K 0.08% 198
2015
Q1 		$478K Buy
+14,384
New +$470K 0.08% 213
2014
Q4 		– Sell
-10,924
Closed -$355K – 650
2014
Q3 		$355K Buy
+10,924
New +$365K 0.07% 215

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
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 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

MassMutual Private Wealth & Trust's EWL Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its iShares MSCI Switzerland ETF (EWL) stake by 6.8% in Q2 2026, selling an estimated $6.21K and leaving 1,393 shares worth $87.5K. The position accounts for ﹤0.01% of the portfolio, ranked #613.

MassMutual Private Wealth & Trust first reported a position in EWL in Q3 2014 and has held it in 43 quarters since. The position peaked at $841K in Q4 2019. 21 funds tracked by Wall St. Rank hold EWL as of Q2 2026.

  • MassMutual Private Wealth & Trust held 1,393 shares of iShares MSCI Switzerland ETF worth $87.5K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 101 iShares MSCI Switzerland ETF shares in Q2 2026, an estimated $6.21K.
  • iShares MSCI Switzerland ETF made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #613 holding.
  • MassMutual Private Wealth & Trust first reported a position in iShares MSCI Switzerland ETF in Q3 2014 and has held it in 43 quarters since.
  • MassMutual Private Wealth & Trust's iShares MSCI Switzerland ETF position peaked at $841K in Q4 2019.
  • 21 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.