Rockefeller Capital Management’s iShares MSCI Switzerland ETF EWL Stock Holding History

Rockefeller Capital Management’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	$2.32M	Buy	39,373 +1,047	+3%	+$64K	﹤0.01%	1240
2025 Q4	$2.3M	Buy	38,326 +372	+1%	+$21.4K	﹤0.01%	1189
2025 Q3	$2.1M	Buy	37,954 +460	+1%	+$25.2K	﹤0.01%	1144
2025 Q2	$2.06M	Sell	37,494 -3,283	-8%	-$175K	﹤0.01%	1103
2025 Q1	$2.11M	Buy	40,777 +5,010	+14%	+$253K	0.01%	1020
2024 Q4	$1.64M	Sell	35,767 -651	-2%	-$31.7K	﹤0.01%	1081
2024 Q3	$1.9M	Buy	36,418 +1,170	+3%	+$59.1K	0.01%	1009
2024 Q2	$1.7M	Buy	35,248 +1,293	+4%	+$61.6K	﹤0.01%	1041
2024 Q1	$1.62M	Buy	33,955 +3,765	+12%	+$178K	﹤0.01%	1094
2023 Q4	$1.46M	Sell	30,190 -86	-0.3%	-$3.83K	﹤0.01%	1021
2023 Q3	$1.32M	Sell	30,276 -463	-2%	-$21.3K	0.01%	993
2023 Q2	$1.42M	Sell	30,739 -2,181	-7%	-$103K	0.01%	963
2023 Q1	$1.49M	Buy	32,920 +614	+2%	+$27.1K	0.01%	925
2022 Q4	$1.35M	Sell	32,306 -11,902	-27%	-$484K	0.01%	891
2022 Q3	$1.66M	Sell	44,208 -13,420	-23%	-$555K	0.01%	825
2022 Q2	$2.39M	Buy	57,628 +3,051	+6%	+$137K	0.01%	715
2022 Q1	$2.68M	Buy	54,577 +1,241	+2%	+$60.6K	0.01%	705
2021 Q4	$2.81M	Buy	53,336 +221	+0.4%	+$11.1K	0.01%	705
2021 Q3	$2.47M	Buy	53,115 +3,600	+7%	+$179K	0.01%	696
2021 Q2	$2.41M	Buy	49,515 +6,196	+14%	+$296K	0.01%	675
2021 Q1	$1.92M	Buy	43,319 +1,700	+4%	+$75.9K	0.01%	588
2020 Q4	$1.86M	Buy	41,619 +2,627	+7%	+$111K	0.01%	535
2020 Q3	$1.6M	Buy	38,992 +2,932	+8%	+$121K	0.02%	486
2020 Q2	$1.41M	Buy	36,060 +24,869	+222%	+$934K	0.01%	471
2020 Q1	$396K	Sell	11,191 -7,551	-40%	-$293K	0.01%	659
2019 Q4	$762K	Sell	18,742 -606	-3%	-$23.4K	0.01%	499
2019 Q3	$729K	Sell	19,348 -5,741	-23%	-$214K	0.01%	439
2019 Q2	$942K	Buy	25,089 +2,578	+11%	+$93.5K	0.01%	351
2019 Q1	$796K	Buy	+22,511	New	+$761K	0.01%	416

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

Rockefeller Capital Management's EWL Position: Q1 2026 in Review

Rockefeller Capital Management increased its iShares MSCI Switzerland ETF (EWL) stake by 2.7% in Q1 2026, buying an estimated $64K and bringing the position to 39,373 shares worth $2.32M. The position accounts for ﹤0.01% of the portfolio, ranked #1240.

Rockefeller Capital Management first reported a position in EWL in Q1 2019 and has held it in 29 quarters since. The position peaked at $2.81M in Q4 2021. 186 funds tracked by Wall St. Rank hold EWL as of Q1 2026.

Rockefeller Capital Management held 39,373 shares of iShares MSCI Switzerland ETF worth $2.32M as of Q1 2026.
Rockefeller Capital Management bought 1,047 iShares MSCI Switzerland ETF shares in Q1 2026, an estimated $64K.
iShares MSCI Switzerland ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1240 holding.
Rockefeller Capital Management first reported a position in iShares MSCI Switzerland ETF in Q1 2019 and has held it in 29 quarters since.
Rockefeller Capital Management's iShares MSCI Switzerland ETF position peaked at $2.81M in Q4 2021.
186 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.