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USA Financial Formulas’s iShares MSCI Switzerland ETF EWL Stock Holding History

USA Financial Formulas’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 		$166K Sell
2,643
-432
-14% -$26.6K 0.03% 149
2026
Q1 		$181K Buy
3,075
+802
+35% +$49K 0.03% 125
2025
Q4 		$136K Buy
+2,273
New +$131K 0.02% 169

Other funds holding EWL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Allspring Global Investments
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
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

USA Financial Formulas's EWL Position: Q2 2026 in Review

USA Financial Formulas reduced its iShares MSCI Switzerland ETF (EWL) stake by 14% in Q2 2026, selling an estimated $26.6K and leaving 2,643 shares worth $166K. The position accounts for 0.03% of the portfolio, ranked #149.

USA Financial Formulas first reported a position in EWL in Q4 2025 and has held it in 3 quarters since. The position peaked at $181K in Q1 2026. 194 funds tracked by Wall St. Rank hold EWL as of Q2 2026.

  • USA Financial Formulas held 2,643 shares of iShares MSCI Switzerland ETF worth $166K as of Q2 2026.
  • USA Financial Formulas sold 432 iShares MSCI Switzerland ETF shares in Q2 2026, an estimated $26.6K.
  • iShares MSCI Switzerland ETF made up 0.03% of USA Financial Formulas's portfolio in Q2 2026, its #149 holding.
  • USA Financial Formulas first reported a position in iShares MSCI Switzerland ETF in Q4 2025 and has held it in 3 quarters since.
  • USA Financial Formulas's iShares MSCI Switzerland ETF position peaked at $181K in Q1 2026.
  • 194 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.