Retirement Planning Group (Kansas)’s iShares MSCI Switzerland ETF EWL Stock Holding History

Retirement Planning Group (Kansas)’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	$298K	Sell	5,072 -262	-5%	-$16K	0.01%	390
2025 Q4	$320K	Buy	5,334 +38	+0.7%	+$2.18K	0.01%	327
2025 Q3	$293K	Buy	5,296 +404	+8%	+$22.1K	0.01%	329
2025 Q2	$268K	Buy	4,892 +560	+13%	+$29.9K	0.01%	274
2025 Q1	$224K	Buy	+4,332	New	+$219K	0.01%	280

Other funds holding EWL

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 Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Retirement Planning Group (Kansas)'s EWL Position: Q1 2026 in Review

Retirement Planning Group (Kansas) reduced its iShares MSCI Switzerland ETF (EWL) stake by 4.9% in Q1 2026, selling an estimated $16K and leaving 5,072 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #390.

Retirement Planning Group (Kansas) first reported a position in EWL in Q1 2025 and has held it in 5 quarters since. The position peaked at $320K in Q4 2025. 187 funds tracked by Wall St. Rank hold EWL as of Q1 2026.

Retirement Planning Group (Kansas) held 5,072 shares of iShares MSCI Switzerland ETF worth $298K as of Q1 2026.
Retirement Planning Group (Kansas) sold 262 iShares MSCI Switzerland ETF shares in Q1 2026, an estimated $16K.
iShares MSCI Switzerland ETF made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #390 holding.
Retirement Planning Group (Kansas) first reported a position in iShares MSCI Switzerland ETF in Q1 2025 and has held it in 5 quarters since.
Retirement Planning Group (Kansas)'s iShares MSCI Switzerland ETF position peaked at $320K in Q4 2025.
187 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.