O'Shaughnessy Asset Management’s iShares MSCI Switzerland ETF EWL Stock Holding History

O'Shaughnessy Asset 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 Q2	$124K	Sell	1,965 -1,128	-36%	-$69.4K	﹤0.01%	2134
2026 Q1	$182K	Buy	3,093 +356	+13%	+$21.8K	﹤0.01%	2020
2025 Q4	$164K	Buy	2,737 +168	+7%	+$9.65K	﹤0.01%	2026
2025 Q3	$142K	Buy	2,569 +774	+43%	+$42.4K	﹤0.01%	2032
2025 Q2	$98.4K	Hold	1,795	–	–	﹤0.01%	1960
2025 Q1	$93K	Buy	1,795 +185	+11%	+$9.34K	﹤0.01%	1908
2024 Q4	$74K	Hold	1,610	–	–	﹤0.01%	1890
2024 Q3	$83K	Hold	1,610	–	–	﹤0.01%	1826
2024 Q2	$77.6K	Buy	1,610 +276	+21%	+$13.1K	﹤0.01%	1668
2024 Q1	$63.5K	Hold	1,334	–	–	﹤0.01%	1645
2023 Q4	$64.4K	Hold	1,334	–	–	﹤0.01%	1534
2023 Q3	$58.1K	Sell	1,334 -166	-11%	-$7.62K	﹤0.01%	1439
2023 Q2	$69.3K	Buy	1,500 +413	+38%	+$19.4K	﹤0.01%	1325
2023 Q1	$49.3K	Sell	1,087 -525	-33%	-$23.2K	﹤0.01%	1348
2022 Q4	$67.6K	Sell	1,612 -163	-9%	-$6.63K	﹤0.01%	1239
2022 Q3	$66K	Buy	+1,775	New	+$73.4K	﹤0.01%	1199

Other funds holding EWL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 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

O'Shaughnessy Asset Management's EWL Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its iShares MSCI Switzerland ETF (EWL) stake by 36% in Q2 2026, selling an estimated $69.4K and leaving 1,965 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #2134.

O'Shaughnessy Asset Management first reported a position in EWL in Q3 2022 and has held it in 16 quarters since. The position peaked at $182K in Q1 2026. 194 funds tracked by Wall St. Rank hold EWL as of Q2 2026.

O'Shaughnessy Asset Management held 1,965 shares of iShares MSCI Switzerland ETF worth $124K as of Q2 2026.
O'Shaughnessy Asset Management sold 1,128 iShares MSCI Switzerland ETF shares in Q2 2026, an estimated $69.4K.
iShares MSCI Switzerland ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #2134 holding.
O'Shaughnessy Asset Management first reported a position in iShares MSCI Switzerland ETF in Q3 2022 and has held it in 16 quarters since.
O'Shaughnessy Asset Management's iShares MSCI Switzerland ETF position peaked at $182K in Q1 2026.
194 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.