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Root Financial Partners’s iShares MSCI Switzerland ETF EWL Stock Holding History

Root Financial Partners’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 		– Sell
-58
Closed -$3.48K – 3497
2025
Q4 		$3.48K Buy
+58
New +$3.33K ﹤0.01% 1870

Other funds holding EWL

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1CP
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Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vontobel Holding
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Root Financial Partners's EWL Position: Q1 2026 in Review

Root Financial Partners sold out of iShares MSCI Switzerland ETF (EWL) in Q1 2026, closing a stake of 58 shares — an estimated $3.48K sold.

Root Financial Partners first reported a position in EWL in Q4 2025 and held it in 1 quarter. The position peaked at $3.48K in Q4 2025. 186 funds tracked by Wall St. Rank hold EWL as of Q1 2026.

  • Root Financial Partners reported no remaining iShares MSCI Switzerland ETF position as of Q1 2026 after selling out during the quarter.
  • Root Financial Partners sold 58 iShares MSCI Switzerland ETF shares in Q1 2026, an estimated $3.48K.
  • Root Financial Partners first reported a position in iShares MSCI Switzerland ETF in Q4 2025 and held it in 1 quarter.
  • Root Financial Partners's iShares MSCI Switzerland ETF position peaked at $3.48K in Q4 2025.
  • 186 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.