Simon Quick Advisors
EWL icon

Simon Quick Advisors’s iShares MSCI Switzerland ETF EWL Stock Holding History

Simon Quick Advisors’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 		$1.44M Sell
24,427
-4,993
-17% -$312K 0.06% 178
2026
Q2 		$1.85M Buy
29,420
+140
+0.5% +$8.62K 0.07% 151
2026
Q1 		$1.72M Sell
29,280
-602
-2% -$36.8K 0.08% 147
2025
Q4 		$1.79M Sell
29,882
-71
-0.2% -$4.08K 0.08% 144
2025
Q3 		$1.65M Sell
29,953
-11
-0% -$602 0.07% 152
2025
Q2 		$1.64M Buy
+29,964
New +$1.6M 0.08% 142
2017
Q4 		– Sell
-1,441
Closed -$50K – 487
2017
Q3 		$50K Hold
1,441
– – 0.02% 268
2017
Q2 		$49K Hold
1,441
– – 0.03% 124
2017
Q1 		$46K Buy
+1,441
New +$44.7K 0.03% 161

Other funds holding EWL

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Pictet North America Advisors
Pictet North America Advisors Geneva 73, Switzerland $1.19B AUM 13.9% 1-Year Est. Return
Ameliora Wealth Management
Ameliora Wealth Management Zurich, Switzerland $350M AUM 14.23% 1-Year Est. Return
Climber Capital
Climber Capital Nyon, Switzerland $164M AUM 12.41% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
BFI Infinity
BFI Infinity Zurich, Switzerland $212M AUM 31.86% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
LMCG Investments
LMCG Investments Boston, Massachusetts $1.86B AUM 40.01% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Simon Quick Advisors's EWL Position: Q3 2026 in Review

Simon Quick Advisors reduced its iShares MSCI Switzerland ETF (EWL) stake by 17% in Q3 2026, selling an estimated $312K and leaving 24,427 shares worth $1.44M. The position accounts for 0.06% of the portfolio, ranked #178.

Simon Quick Advisors first reported a position in EWL in Q1 2017 and has held it in 9 quarters since. The position peaked at $1.85M in Q2 2026. 46 funds tracked by Wall St. Rank hold EWL as of Q3 2026.

  • Simon Quick Advisors held 24,427 shares of iShares MSCI Switzerland ETF worth $1.44M as of Q3 2026.
  • Simon Quick Advisors sold 4,993 iShares MSCI Switzerland ETF shares in Q3 2026, an estimated $312K.
  • iShares MSCI Switzerland ETF made up 0.06% of Simon Quick Advisors's portfolio in Q3 2026, its #178 holding.
  • Simon Quick Advisors first reported a position in iShares MSCI Switzerland ETF in Q1 2017 and has held it in 9 quarters since.
  • Simon Quick Advisors's iShares MSCI Switzerland ETF position peaked at $1.85M in Q2 2026.
  • 46 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q3 2026.

Based on Simon Quick Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.