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Mount Lucas Management’s iShares MSCI Switzerland ETF EWL Stock Holding History

Mount Lucas 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
Q1 		$848K Sell
14,422
-277
-2% -$16.9K 0.31% 101
2025
Q4 		$881K Sell
14,699
-77
-0.5% -$4.42K 0.35% 99
2025
Q3 		$816K Buy
14,776
+577
+4% +$31.6K 0.34% 98
2025
Q2 		$778K Sell
14,199
-926
-6% -$49.5K 0.33% 90
2025
Q1 		$783K Buy
+15,125
New +$763K 0.25% 92
2024
Q4 		– Sell
-14,368
Closed -$749K – 142
2024
Q3 		$749K Sell
14,368
-306
-2% -$15.5K 0.26% 106
2024
Q2 		$707K Sell
14,674
-1,135
-7% -$54.1K 0.2% 96
2024
Q1 		$753K Buy
15,809
+479
+3% +$22.7K 0.21% 107
2023
Q4 		$740K Buy
15,330
+3,928
+34% +$175K 0.21% 106
2023
Q3 		$497K Sell
11,402
-4,044
-26% -$186K 0.18% 107
2023
Q2 		$714K Buy
15,446
+1,730
+13% +$81.4K 0.24% 104
2023
Q1 		$622K Buy
+13,716
New +$606K 0.16% 91
2022
Q1 		– Sell
-4,764
Closed -$251K – 116
2021
Q4 		$251K Buy
4,764
+2,365
+99% +$118K 0.07% 118
2021
Q3 		$112K Sell
2,399
-298
-11% -$14.8K 0.03% 107
2021
Q2 		$131K Sell
2,697
-671
-20% -$32K 0.03% 102
2021
Q1 		$149K Sell
3,368
-71,412
-95% -$3.19M 0.04% 110
2020
Q4 		$3.34M Sell
74,780
-8,331
-10% -$354K 0.7% 41
2020
Q3 		$3.41M Sell
83,111
-2,769
-3% -$114K 0.71% 36
2020
Q2 		$3.35M Buy
+85,880
New +$3.22M 0.66% 31
2020
Q1 		– Sell
-101,038
Closed -$4.11M – 52
2019
Q4 		$4.11M Sell
101,038
-2,639
-3% -$102K 0.82% 44
2019
Q3 		$3.91M Sell
103,677
-40,770
-28% -$1.52M 0.7% 46
2019
Q2 		$5.42M Sell
144,447
-8,022
-5% -$291K 0.92% 36
2019
Q1 		$5.39M Buy
+152,469
New +$5.16M 0.89% 40
2018
Q4 		– Sell
-167,038
Closed -$5.79M – 64
2018
Q3 		$5.79M Buy
+167,038
New +$5.72M 0.85% 27
2018
Q2 		– Sell
-77,051
Closed -$2.65M – 83
2018
Q1 		$2.65M Sell
77,051
-59,673
-44% -$2.12M 0.43% 59
2017
Q4 		$4.87M Buy
136,724
+7,306
+6% +$255K 0.84% 35
2017
Q3 		$4.53M Buy
129,418
+6,030
+5% +$208K 0.82% 42
2017
Q2 		$4.23M Sell
123,388
-6,613
-5% -$224K 0.8% 45
2017
Q1 		$4.16M Buy
+130,001
New +$4.03M 0.83% 47
2016
Q4 		– Sell
-132,891
Closed -$4.06M – 151
2016
Q3 		$4.06M Buy
+132,891
New +$4.02M 0.72% 43
2015
Q3 		– Sell
-72,431
Closed -$2.37M – 103
2015
Q2 		$2.37M Buy
+72,431
New +$2.52M 0.45% 54
2014
Q4 		– Sell
-49,945
Closed -$1.62M – 95
2014
Q3 		$1.62M Sell
49,945
-11,792
-19% -$394K 0.28% 61
2014
Q2 		$2.12M Buy
+61,737
New +$2.15M 0.28% 72

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 $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mount Lucas Management's EWL Position: Q1 2026 in Review

Mount Lucas Management reduced its iShares MSCI Switzerland ETF (EWL) stake by 1.9% in Q1 2026, selling an estimated $16.9K and leaving 14,422 shares worth $848K. The position accounts for 0.31% of the portfolio, ranked #101.

Mount Lucas Management first reported a position in EWL in Q2 2014 and has held it in 33 quarters since. The position peaked at $5.79M in Q3 2018. 187 funds tracked by Wall St. Rank hold EWL as of Q1 2026.

  • Mount Lucas Management held 14,422 shares of iShares MSCI Switzerland ETF worth $848K as of Q1 2026.
  • Mount Lucas Management sold 277 iShares MSCI Switzerland ETF shares in Q1 2026, an estimated $16.9K.
  • iShares MSCI Switzerland ETF made up 0.31% of Mount Lucas Management's portfolio in Q1 2026, its #101 holding.
  • Mount Lucas Management first reported a position in iShares MSCI Switzerland ETF in Q2 2014 and has held it in 33 quarters since.
  • Mount Lucas Management's iShares MSCI Switzerland ETF position peaked at $5.79M in Q3 2018.
  • 187 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q1 2026.

Based on Mount Lucas Management's 13F filing for Q1 2026, filed 5 May 2026.