Trajan Wealth’s iShares MSCI Switzerland ETF EWL Stock Holding History

Trajan 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	$19M	Buy	322,546 +6,665	+2%	+$408K	0.77%	35
2025 Q4	$18.9M	Sell	315,881 -2,413	-0.8%	-$139K	0.79%	33
2025 Q3	$17.6M	Sell	318,294 -4,891	-2%	-$268K	0.76%	39
2025 Q2	$17.7M	Buy	323,185 +52,548	+19%	+$2.81M	0.87%	36
2025 Q1	$14M	Sell	270,637 -6,986	-3%	-$353K	0.76%	39
2024 Q4	$12.8M	Buy	277,623 +41,621	+18%	+$2.03M	0.71%	39
2024 Q3	$12.3M	Buy	236,002 +3,534	+2%	+$179K	0.73%	38
2024 Q2	$11.2M	Sell	232,468 -1,683	-0.7%	-$80.2K	0.72%	39
2024 Q1	$11.1M	Buy	+234,151	New	+$11.1M	0.75%	35

Other funds holding EWL

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 Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Trajan Wealth's EWL Position: Q1 2026 in Review

Trajan Wealth increased its iShares MSCI Switzerland ETF (EWL) stake by 2.1% in Q1 2026, buying an estimated $408K and bringing the position to 322,546 shares worth $19M. The position accounts for 0.77% of the portfolio, ranked #35.

Trajan Wealth first reported a position in EWL in Q1 2024 and has held it in 9 quarters since. 186 funds tracked by Wall St. Rank hold EWL as of Q1 2026.

Trajan Wealth held 322,546 shares of iShares MSCI Switzerland ETF worth $19M as of Q1 2026.
Trajan Wealth bought 6,665 iShares MSCI Switzerland ETF shares in Q1 2026, an estimated $408K.
iShares MSCI Switzerland ETF made up 0.77% of Trajan Wealth's portfolio in Q1 2026, its #35 holding.
Trajan Wealth first reported a position in iShares MSCI Switzerland ETF in Q1 2024 and has held it in 9 quarters since.
186 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q1 2026.

Based on Trajan Wealth's 13F filing for Q1 2026, filed 14 May 2026.