RFG Advisory’s iShares MSCI Switzerland ETF EWL Stock Holding History

RFG Advisory’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	$537K	Buy	8,536 +407	+5%	+$25K	0.01%	768
2026 Q1	$478K	Hold	8,129	–	–	0.01%	760
2025 Q4	$487K	Hold	8,129	–	–	0.01%	721
2025 Q3	$449K	Buy	8,129 +21	+0.3%	+$1.15K	0.01%	715
2025 Q2	$444K	Buy	8,108 +19	+0.2%	+$1.01K	0.01%	677
2025 Q1	$419K	Buy	8,089 +75	+0.9%	+$3.79K	0.01%	620
2024 Q4	$368K	Hold	8,014	–	–	0.01%	596
2024 Q3	$418K	Buy	8,014 +15	+0.2%	+$758	0.01%	550
2024 Q2	$386K	Hold	7,999	–	–	0.01%	543
2024 Q1	$381K	Buy	7,999 +105	+1%	+$4.98K	0.01%	555
2023 Q4	$381K	Hold	7,894	–	–	0.01%	497
2023 Q3	$344K	Sell	7,894 -43	-0.5%	-$1.97K	0.02%	482
2023 Q2	$367K	Buy	7,937 +43	+0.5%	+$2.02K	0.02%	485
2023 Q1	$358K	Hold	7,894	–	–	0.02%	476
2022 Q4	$356K	Hold	7,894	–	–	0.02%	474
2022 Q3	$314K	Hold	7,894	–	–	0.02%	474
2022 Q2	$338K	Buy	7,894 +310	+4%	+$13.9K	0.02%	441
2022 Q1	$372K	Sell	7,584 -226	-3%	-$11K	0.02%	380
2021 Q4	$412K	Buy	7,810 +226	+3%	+$11.3K	0.03%	335
2021 Q3	$353K	Hold	7,584	–	–	0.03%	323
2021 Q2	$369K	Buy	7,584 +45	+0.6%	+$2.15K	0.03%	316
2021 Q1	$333K	Buy	7,539 +400	+6%	+$17.9K	0.04%	322
2020 Q4	$325K	Buy	7,139 +175	+3%	+$7.43K	0.04%	315
2020 Q3	$286K	Buy	6,964 +40	+0.6%	+$1.65K	0.04%	321
2020 Q2	$270K	Buy	6,924 +320	+5%	+$12K	0.04%	315
2020 Q1	$234K	Sell	6,604 -338	-5%	-$13.1K	0.04%	297
2019 Q4	$282K	Buy	6,942 +535	+8%	+$20.7K	0.05%	297
2019 Q3	$242K	Hold	6,407	–	–	0.05%	276
2019 Q2	$239K	Buy	+6,407	New	+$232K	0.05%	265

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

RFG Advisory's EWL Position: Q2 2026 in Review

RFG Advisory increased its iShares MSCI Switzerland ETF (EWL) stake by 5% in Q2 2026, buying an estimated $25K and bringing the position to 8,536 shares worth $537K. The position accounts for 0.01% of the portfolio, ranked #768.

RFG Advisory first reported a position in EWL in Q2 2019 and has held it in 29 quarters since. 194 funds tracked by Wall St. Rank hold EWL as of Q2 2026.

RFG Advisory held 8,536 shares of iShares MSCI Switzerland ETF worth $537K as of Q2 2026.
RFG Advisory bought 407 iShares MSCI Switzerland ETF shares in Q2 2026, an estimated $25K.
iShares MSCI Switzerland ETF made up 0.01% of RFG Advisory's portfolio in Q2 2026, its #768 holding.
RFG Advisory first reported a position in iShares MSCI Switzerland ETF in Q2 2019 and has held it in 29 quarters since.
194 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.