Rice Partnership’s iShares MSCI Switzerland ETF EWL Stock Holding History

Rice Partnership’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	$15.3M	Buy	243,503 +111,908	+85%	+$6.89M	1.86%	15
2026 Q1	$7.74M	Buy	131,595 +5,129	+4%	+$314K	1.06%	24
2025 Q4	$7.58M	Buy	126,466 +4,702	+4%	+$270K	1.03%	24
2025 Q3	$6.73M	Buy	121,764 +15,398	+14%	+$843K	0.96%	29
2025 Q2	$5.83M	Buy	106,366 +9,754	+10%	+$521K	1.01%	27
2025 Q1	$5M	Buy	96,612 +13,044	+16%	+$658K	1.03%	29
2024 Q4	$3.84M	Buy	+83,568	New	+$4.07M	0.73%	36
2020 Q3	–	Sell	-6,040	Closed	-$235K	–	91
2020 Q2	$235K	Hold	6,040	–	–	0.12%	59
2020 Q1	$214K	Hold	6,040	–	–	0.14%	63
2019 Q4	$245K	Sell	6,040 -92	-2%	-$3.55K	0.13%	65
2019 Q3	$231K	Buy	6,132 +92	+2%	+$3.44K	0.14%	70
2019 Q2	$227K	Hold	6,040	–	–	0.15%	73
2019 Q1	$214K	Buy	+6,040	New	+$204K	0.16%	72
2018 Q4	–	Sell	-6,040	Closed	-$210K	–	71
2018 Q3	$210K	Buy	+6,040	New	+$207K	0.13%	73
2018 Q2	–	Sell	-6,040	Closed	-$208K	–	73
2018 Q1	$208K	Hold	6,040	–	–	0.14%	69
2017 Q4	$215K	Buy	+6,040	New	+$211K	0.15%	72

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

Rice Partnership's EWL Position: Q2 2026 in Review

Rice Partnership increased its iShares MSCI Switzerland ETF (EWL) stake by 85% in Q2 2026, buying an estimated $6.89M and bringing the position to 243,503 shares worth $15.3M. The position accounts for 1.86% of the portfolio, ranked #15.

Rice Partnership first reported a position in EWL in Q4 2017 and has held it in 16 quarters since. 194 funds tracked by Wall St. Rank hold EWL as of Q2 2026.

Rice Partnership held 243,503 shares of iShares MSCI Switzerland ETF worth $15.3M as of Q2 2026.
Rice Partnership bought 111,908 iShares MSCI Switzerland ETF shares in Q2 2026, an estimated $6.89M.
iShares MSCI Switzerland ETF made up 1.86% of Rice Partnership's portfolio in Q2 2026, its #15 holding.
Rice Partnership first reported a position in iShares MSCI Switzerland ETF in Q4 2017 and has held it in 16 quarters since.
194 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q2 2026.

Based on Rice Partnership's 13F filing for Q2 2026, filed 29 Jul 2026.