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 Q2	$831K	Buy	13,229 +35	+0.3%	+$2.15K	0.89%	36
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Sonoma Private Wealth's EWL Position: Q2 2026 in Review

Sonoma Private Wealth increased its iShares MSCI Switzerland ETF (EWL) stake by 0.27% in Q2 2026, buying an estimated $2.15K and bringing the position to 13,229 shares worth $831K. The position accounts for 0.89% of the portfolio, ranked #36.

Sonoma Private Wealth first reported a position in EWL in Q1 2025 and has held it in 6 quarters since. 194 funds tracked by Wall St. Rank hold EWL as of Q2 2026.

Sonoma Private Wealth held 13,229 shares of iShares MSCI Switzerland ETF worth $831K as of Q2 2026.
Sonoma Private Wealth bought 35 iShares MSCI Switzerland ETF shares in Q2 2026, an estimated $2.15K.
iShares MSCI Switzerland ETF made up 0.89% of Sonoma Private Wealth's portfolio in Q2 2026, its #36 holding.
Sonoma Private Wealth first reported a position in iShares MSCI Switzerland ETF in Q1 2025 and has held it in 6 quarters since.
194 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q2 2026.

Based on Sonoma Private Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.