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 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

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 $5.37B AUM 18.53% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return

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

Rice Partnership's EWL Position: Q1 2026 in Review

Rice Partnership increased its iShares MSCI Switzerland ETF (EWL) stake by 4.1% in Q1 2026, buying an estimated $314K and bringing the position to 131,595 shares worth $7.74M. The position accounts for 1.06% of the portfolio, ranked #24.

Rice Partnership first reported a position in EWL in Q4 2017 and has held it in 15 quarters since. 186 funds tracked by Wall St. Rank hold EWL as of Q1 2026.

Rice Partnership held 131,595 shares of iShares MSCI Switzerland ETF worth $7.74M as of Q1 2026.
Rice Partnership bought 5,129 iShares MSCI Switzerland ETF shares in Q1 2026, an estimated $314K.
iShares MSCI Switzerland ETF made up 1.06% of Rice Partnership's portfolio in Q1 2026, its #24 holding.
Rice Partnership first reported a position in iShares MSCI Switzerland ETF in Q4 2017 and has held it in 15 quarters since.
186 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q1 2026.

Based on Rice Partnership's 13F filing for Q1 2026, filed 7 May 2026.