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Strategic Wealth Partners’s iShares MSCI Switzerland ETF EWL Stock Holding History

Strategic Wealth 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
Q1 		$101K Sell
1,717
-179
-9% -$10.9K 0.01% 395
2025
Q4 		$114K Buy
1,896
+1,314
+226% +$75.4K 0.01% 386
2025
Q3 		$32.1K Sell
582
-174
-23% -$9.53K ﹤0.01% 639
2025
Q2 		$41.4K Buy
+756
New +$40.4K ﹤0.01% 529

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 $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Strategic Wealth Partners's EWL Position: Q1 2026 in Review

Strategic Wealth Partners reduced its iShares MSCI Switzerland ETF (EWL) stake by 9.4% in Q1 2026, selling an estimated $10.9K and leaving 1,717 shares worth $101K. The position accounts for 0.01% of the portfolio, ranked #395.

Strategic Wealth Partners first reported a position in EWL in Q2 2025 and has held it in 4 quarters since. The position peaked at $114K in Q4 2025. 187 funds tracked by Wall St. Rank hold EWL as of Q1 2026.

  • Strategic Wealth Partners held 1,717 shares of iShares MSCI Switzerland ETF worth $101K as of Q1 2026.
  • Strategic Wealth Partners sold 179 iShares MSCI Switzerland ETF shares in Q1 2026, an estimated $10.9K.
  • iShares MSCI Switzerland ETF made up 0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #395 holding.
  • Strategic Wealth Partners first reported a position in iShares MSCI Switzerland ETF in Q2 2025 and has held it in 4 quarters since.
  • Strategic Wealth Partners's iShares MSCI Switzerland ETF position peaked at $114K in Q4 2025.
  • 187 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.