RFS
EWL icon

Richardson Financial Services’s iShares MSCI Switzerland ETF EWL Stock Holding History

Richardson Financial Services’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
2025
Q1 		– Sell
-2,587
Closed -$119K – 611
2024
Q4 		$119K Sell
2,587
-548
-17% -$26.7K 0.08% 181
2024
Q3 		$153K Buy
3,135
+473
+18% +$23.9K 0.1% 171
2024
Q2 		$128K Sell
2,662
-260
-9% -$12.4K 0.09% 173
2024
Q1 		$139K Sell
2,922
-9,296
-76% -$441K 0.1% 172
2023
Q4 		$590K Buy
+12,218
New +$544K 0.52% 59

Other funds holding EWL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Allspring Global Investments
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Richardson Financial Services's EWL Position: Q1 2025 in Review

Richardson Financial Services sold out of iShares MSCI Switzerland ETF (EWL) in Q1 2025, closing a stake of 2,587 shares — an estimated $119K sold.

Richardson Financial Services first reported a position in EWL in Q4 2023 and held it in 5 quarters. The position peaked at $590K in Q4 2023. 155 funds tracked by Wall St. Rank hold EWL as of Q1 2025.

  • Richardson Financial Services reported no remaining iShares MSCI Switzerland ETF position as of Q1 2025 after selling out during the quarter.
  • Richardson Financial Services sold 2,587 iShares MSCI Switzerland ETF shares in Q1 2025, an estimated $119K.
  • Richardson Financial Services first reported a position in iShares MSCI Switzerland ETF in Q4 2023 and held it in 5 quarters.
  • Richardson Financial Services's iShares MSCI Switzerland ETF position peaked at $590K in Q4 2023.
  • 155 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q1 2025.

Based on Richardson Financial Services's 13F filing for Q1 2025, filed 6 May 2025.