Trek Financial’s iShares MSCI Switzerland ETF EWL Stock Holding History

Trek Financial’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	$899K	Sell	14,302 -3,729	-21%	-$229K	0.04%	261
2026 Q1	$1.06M	Buy	18,031 +7,246	+67%	+$443K	0.06%	218
2025 Q4	$647K	Buy	10,785 +5,144	+91%	+$295K	0.04%	263
2025 Q3	$312K	Buy	5,641 +1,795	+47%	+$98.3K	0.02%	346
2025 Q2	$211K	Buy	+3,846	New	+$205K	0.01%	395
2024 Q3	–	Sell	-4,325	Closed	-$209K	–	413
2024 Q2	$209K	Buy	+4,325	New	+$206K	0.02%	373
2021 Q4	–	Sell	-47,260	Closed	-$2.2M	–	222
2021 Q3	$2.2M	Buy	47,260 +19,792	+72%	+$983K	0.23%	40
2021 Q2	$1.34M	Buy	+27,468	New	+$1.31M	0.14%	53

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

Trek Financial's EWL Position: Q2 2026 in Review

Trek Financial reduced its iShares MSCI Switzerland ETF (EWL) stake by 21% in Q2 2026, selling an estimated $229K and leaving 14,302 shares worth $899K. The position accounts for 0.04% of the portfolio, ranked #261.

Trek Financial first reported a position in EWL in Q2 2021 and has held it in 8 quarters since. The position peaked at $2.2M in Q3 2021. 194 funds tracked by Wall St. Rank hold EWL as of Q2 2026.

Trek Financial held 14,302 shares of iShares MSCI Switzerland ETF worth $899K as of Q2 2026.
Trek Financial sold 3,729 iShares MSCI Switzerland ETF shares in Q2 2026, an estimated $229K.
iShares MSCI Switzerland ETF made up 0.04% of Trek Financial's portfolio in Q2 2026, its #261 holding.
Trek Financial first reported a position in iShares MSCI Switzerland ETF in Q2 2021 and has held it in 8 quarters since.
Trek Financial's iShares MSCI Switzerland ETF position peaked at $2.2M in Q3 2021.
194 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q2 2026.

Based on Trek Financial's 13F filing for Q2 2026, filed 13 Aug 2026.