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North Ridge Wealth Advisors’s iShares MSCI Switzerland ETF EWL Stock Holding History

North Ridge Wealth 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
Q1 		– Sell
-23
Closed -$1.06K – 175
2024
Q4 		$1.06K Buy
+23
New +$1.12K ﹤0.01% 168

Other funds holding EWL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

North Ridge Wealth Advisors's EWL Position: Q1 2025 in Review

North Ridge Wealth Advisors sold out of iShares MSCI Switzerland ETF (EWL) in Q1 2025, closing a stake of 23 shares — an estimated $1.06K sold.

North Ridge Wealth Advisors first reported a position in EWL in Q4 2024 and held it in 1 quarter. The position peaked at $1.06K in Q4 2024. 155 funds tracked by Wall St. Rank hold EWL as of Q1 2025.

  • North Ridge Wealth Advisors reported no remaining iShares MSCI Switzerland ETF position as of Q1 2025 after selling out during the quarter.
  • North Ridge Wealth Advisors sold 23 iShares MSCI Switzerland ETF shares in Q1 2025, an estimated $1.06K.
  • North Ridge Wealth Advisors first reported a position in iShares MSCI Switzerland ETF in Q4 2024 and held it in 1 quarter.
  • North Ridge Wealth Advisors's iShares MSCI Switzerland ETF position peaked at $1.06K in Q4 2024.
  • 155 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q1 2025.

Based on North Ridge Wealth Advisors's 13F filing for Q1 2025, filed 9 May 2025.