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 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

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

Trek Financial's EWL Position: Q1 2026 in Review

Trek Financial increased its iShares MSCI Switzerland ETF (EWL) stake by 67% in Q1 2026, buying an estimated $443K and bringing the position to 18,031 shares worth $1.06M. The position accounts for 0.06% of the portfolio, ranked #218.

Trek Financial first reported a position in EWL in Q2 2021 and has held it in 7 quarters since. The position peaked at $2.2M in Q3 2021. 186 funds tracked by Wall St. Rank hold EWL as of Q1 2026.

Trek Financial held 18,031 shares of iShares MSCI Switzerland ETF worth $1.06M as of Q1 2026.
Trek Financial bought 7,246 iShares MSCI Switzerland ETF shares in Q1 2026, an estimated $443K.
iShares MSCI Switzerland ETF made up 0.06% of Trek Financial's portfolio in Q1 2026, its #218 holding.
Trek Financial first reported a position in iShares MSCI Switzerland ETF in Q2 2021 and has held it in 7 quarters since.
Trek Financial's iShares MSCI Switzerland ETF position peaked at $2.2M in Q3 2021.
186 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q1 2026.

Based on Trek Financial's 13F filing for Q1 2026, filed 13 May 2026.