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Mount Yale Investment Advisors’s iShares MSCI Switzerland ETF EWL Stock Holding History

Mount Yale Investment 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
Q3 		– Sell
-37
Closed -$2.05K – 967
2025
Q2 		$2.05K Buy
+37
New +$1.98K ﹤0.01% 1326

Other funds holding EWL

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

Mount Yale Investment Advisors's EWL Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of iShares MSCI Switzerland ETF (EWL) in Q3 2025, closing a stake of 37 shares — an estimated $2.05K sold.

Mount Yale Investment Advisors first reported a position in EWL in Q2 2025 and held it in 1 quarter. The position peaked at $2.05K in Q2 2025. 173 funds tracked by Wall St. Rank hold EWL as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining iShares MSCI Switzerland ETF position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 37 iShares MSCI Switzerland ETF shares in Q3 2025, an estimated $2.05K.
  • Mount Yale Investment Advisors first reported a position in iShares MSCI Switzerland ETF in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's iShares MSCI Switzerland ETF position peaked at $2.05K in Q2 2025.
  • 173 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.