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McHugh Group’s iShares MSCI Switzerland ETF EWL Stock Holding History

McHugh Group’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
Q3 		$426K Sell
7,200
-2,000
-22% -$125K 0.21% 55
2026
Q2 		$578K Hold
9,200
– – 0.3% 51
2026
Q1 		$541K Hold
9,200
– – 0.32% 50
2025
Q4 		$552K Buy
+9,200
New +$528K 0.31% 48

Other funds holding EWL

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Pictet North America Advisors
Pictet North America Advisors Geneva 73, Switzerland $1.19B AUM 13.9% 1-Year Est. Return
Ameliora Wealth Management
Ameliora Wealth Management Zurich, Switzerland $350M AUM 14.23% 1-Year Est. Return
Climber Capital
Climber Capital Nyon, Switzerland $164M AUM 12.41% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
BFI Infinity
BFI Infinity Zurich, Switzerland $212M AUM 31.86% 1-Year Est. Return
Simon Quick Advisors
Simon Quick Advisors Morristown, New Jersey $2.63B AUM 14.45% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

McHugh Group's EWL Position: Q3 2026 in Review

McHugh Group reduced its iShares MSCI Switzerland ETF (EWL) stake by 22% in Q3 2026, selling an estimated $125K and leaving 7,200 shares worth $426K. The position accounts for 0.21% of the portfolio, ranked #55.

McHugh Group first reported a position in EWL in Q4 2025 and has held it in 4 quarters since. The position peaked at $578K in Q2 2026. 58 funds tracked by Wall St. Rank hold EWL as of Q3 2026.

  • McHugh Group held 7,200 shares of iShares MSCI Switzerland ETF worth $426K as of Q3 2026.
  • McHugh Group sold 2,000 iShares MSCI Switzerland ETF shares in Q3 2026, an estimated $125K.
  • iShares MSCI Switzerland ETF made up 0.21% of McHugh Group's portfolio in Q3 2026, its #55 holding.
  • McHugh Group first reported a position in iShares MSCI Switzerland ETF in Q4 2025 and has held it in 4 quarters since.
  • McHugh Group's iShares MSCI Switzerland ETF position peaked at $578K in Q2 2026.
  • 58 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q3 2026.

Based on McHugh Group's 13F filing for Q3 2026, filed 19 Oct 2026.