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MGO Private Wealth’s iShares MSCI Switzerland ETF EWL Stock Holding History

MGO Private Wealth’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
Q1 		– Sell
-13,785
Closed -$827K – 34
2025
Q4 		$827K Sell
13,785
-749
-5% -$43K 0.51% 34
2025
Q3 		$803K Buy
14,534
+404
+3% +$22.1K 0.48% 36
2025
Q2 		$774K Buy
+14,130
New +$755K 0.5% 38

Other funds holding EWL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MGO Private Wealth's EWL Position: Q1 2026 in Review

MGO Private Wealth sold out of iShares MSCI Switzerland ETF (EWL) in Q1 2026, closing a stake of 13,785 shares — an estimated $827K sold.

MGO Private Wealth first reported a position in EWL in Q2 2025 and held it in 3 quarters. The position peaked at $827K in Q4 2025. 186 funds tracked by Wall St. Rank hold EWL as of Q1 2026.

  • MGO Private Wealth reported no remaining iShares MSCI Switzerland ETF position as of Q1 2026 after selling out during the quarter.
  • MGO Private Wealth sold 13,785 iShares MSCI Switzerland ETF shares in Q1 2026, an estimated $827K.
  • MGO Private Wealth first reported a position in iShares MSCI Switzerland ETF in Q2 2025 and held it in 3 quarters.
  • MGO Private Wealth's iShares MSCI Switzerland ETF position peaked at $827K in Q4 2025.
  • 186 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q1 2026.

Based on MGO Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.