Root Financial Partners
EWL icon

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
Q3 		$2.72K Buy
+46
New +$2.88K ﹤0.01% 2492
2026
Q1 		– Sell
-58
Closed -$3.48K – 3497
2025
Q4 		$3.48K Buy
+58
New +$3.33K ﹤0.01% 1870

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Fisher Asset Management
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Allspring Global Investments
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Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Root Financial Partners's EWL Position: Q3 2026 in Review

Root Financial Partners opened a new position in iShares MSCI Switzerland ETF (EWL) in Q3 2026: 46 shares worth $2.72K. The stake represents ﹤0.01% of the portfolio and ranks #2492 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in EWL as recently as Q4 2025.

Root Financial Partners first reported a position in EWL in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.48K in Q4 2025. 159 funds tracked by Wall St. Rank hold EWL as of Q3 2026.

  • Root Financial Partners held 46 shares of iShares MSCI Switzerland ETF worth $2.72K as of Q3 2026.
  • iShares MSCI Switzerland ETF was a new Root Financial Partners position in Q3 2026.
  • iShares MSCI Switzerland ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2492 holding.
  • Root Financial Partners first reported a position in iShares MSCI Switzerland ETF in Q4 2025 and has held it in 2 quarters since.
  • Root Financial Partners's iShares MSCI Switzerland ETF position peaked at $3.48K in Q4 2025.
  • 159 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.