Steward Partners Investment Advisory’s iShares MSCI Switzerland ETF EWL Stock Holding History

Steward Partners Investment Advisory’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	$1.17M	Sell	19,830 -844	-4%	-$51.6K	0.01%	1081
2025 Q4	$1.24M	Sell	20,674 -886	-4%	-$50.9K	0.01%	968
2025 Q3	$1.19M	Sell	21,560 -2,527	-10%	-$138K	0.01%	984
2025 Q2	$1.32M	Buy	24,087 +1,148	+5%	+$61.3K	0.01%	876
2025 Q1	$1.19M	Buy	22,939 +811	+4%	+$40.9K	0.01%	849
2024 Q4	$1.02M	Buy	22,128 +1,219	+6%	+$59.4K	0.01%	869
2024 Q3	$1.09M	Buy	20,909 +353	+2%	+$17.8K	0.01%	821
2024 Q2	$991K	Sell	20,556 -900	-4%	-$42.9K	0.01%	816
2024 Q1	$1.02M	Hold	21,456	–	–	0.01%	781
2023 Q4	$1.04M	Hold	21,456	–	–	0.01%	708
2023 Q3	$935K	Buy	21,456 +343	+2%	+$15.7K	0.01%	696
2023 Q2	$976K	Hold	21,113	–	–	0.01%	697
2023 Q1	$957K	Hold	21,113	–	–	0.02%	709
2022 Q4	$885K	Hold	21,113	–	–	0.02%	707
2022 Q3	$791K	Hold	21,113	–	–	0.01%	693
2022 Q2	$877K	Buy	21,113 +150	+0.7%	+$6.74K	0.02%	677
2022 Q1	$1.03M	Hold	20,963	–	–	0.02%	678
2021 Q4	$1.1M	Hold	20,963	–	–	0.02%	661
2021 Q3	$976K	Buy	20,963 +700	+3%	+$34.8K	0.02%	666
2021 Q2	$985K	Hold	20,263	–	–	0.02%	678
2021 Q1	$896K	Hold	20,263	–	–	0.02%	681
2020 Q4	$905K	Hold	20,263	–	–	0.02%	593
2020 Q3	$832K	Hold	20,263	–	–	0.02%	533
2020 Q2	$789K	Sell	20,263 -100	-0.5%	-$3.75K	0.02%	515
2020 Q1	$720K	Hold	20,363	–	–	0.03%	475
2019 Q4	$827K	Buy	20,363 +14,330	+238%	+$553K	0.02%	505
2019 Q3	$227K	Hold	6,033	–	–	0.01%	808
2019 Q2	$226K	Buy	6,033 +2	+0%	+$73	0.01%	771
2019 Q1	$213K	Buy	+6,031	New	+$204K	0.01%	728
2018 Q4	–	Sell	-3,912	Closed	-$136K	–	1193
2018 Q3	$136K	Hold	3,912	–	–	0.01%	824
2018 Q2	$127K	Sell	3,912 -245	-6%	-$8.29K	0.01%	779
2018 Q1	$142K	Buy	4,157 +343	+9%	+$12.2K	0.01%	695
2017 Q4	$135K	Hold	3,814	–	–	0.01%	590
2017 Q3	$133K	Hold	3,814	–	–	0.01%	500
2017 Q2	$130K	Hold	3,814	–	–	0.01%	461
2017 Q1	$121K	Buy	+3,814	New	+$118K	0.02%	403