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Sonoma Private Wealth’s iShares MSCI Switzerland ETF EWL Stock Holding History

Sonoma Private Wealth’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 		$776K Buy
13,194
+2,918
+28% +$178K 0.96% 28
2025
Q4 		$616K Buy
10,276
+271
+3% +$15.6K 0.74% 39
2025
Q3 		$553K Sell
10,005
-453
-4% -$24.8K 0.66% 39
2025
Q2 		$573K Sell
10,458
-77
-0.7% -$4.11K 0.7% 39
2025
Q1 		$546K Buy
+10,535
New +$532K 0.76% 42

Other funds holding EWL

Bank of America
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
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

Sonoma Private Wealth's EWL Position: Q1 2026 in Review

Sonoma Private Wealth increased its iShares MSCI Switzerland ETF (EWL) stake by 28% in Q1 2026, buying an estimated $178K and bringing the position to 13,194 shares worth $776K. The position accounts for 0.96% of the portfolio, ranked #28.

Sonoma Private Wealth first reported a position in EWL in Q1 2025 and has held it in 5 quarters since. 186 funds tracked by Wall St. Rank hold EWL as of Q1 2026.

  • Sonoma Private Wealth held 13,194 shares of iShares MSCI Switzerland ETF worth $776K as of Q1 2026.
  • Sonoma Private Wealth bought 2,918 iShares MSCI Switzerland ETF shares in Q1 2026, an estimated $178K.
  • iShares MSCI Switzerland ETF made up 0.96% of Sonoma Private Wealth's portfolio in Q1 2026, its #28 holding.
  • Sonoma Private Wealth first reported a position in iShares MSCI Switzerland ETF in Q1 2025 and has held it in 5 quarters since.
  • 186 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q1 2026.

Based on Sonoma Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.