USA Financial Formulas
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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
Q3 		$289K Buy
4,884
+2,241
+85% +$140K 0.06% 103
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

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
GenTrust
GenTrust Miami, Florida $2.65B AUM 11.42% 1-Year Est. Return

USA Financial Formulas's EWL Position: Q3 2026 in Review

USA Financial Formulas increased its iShares MSCI Switzerland ETF (EWL) stake by 85% in Q3 2026, buying an estimated $140K and bringing the position to 4,884 shares worth $289K. The position accounts for 0.06% of the portfolio, ranked #103.

USA Financial Formulas first reported a position in EWL in Q4 2025 and has held it in 4 quarters since. 133 funds tracked by Wall St. Rank hold EWL as of Q3 2026.

  • USA Financial Formulas held 4,884 shares of iShares MSCI Switzerland ETF worth $289K as of Q3 2026.
  • USA Financial Formulas bought 2,241 iShares MSCI Switzerland ETF shares in Q3 2026, an estimated $140K.
  • iShares MSCI Switzerland ETF made up 0.06% of USA Financial Formulas's portfolio in Q3 2026, its #103 holding.
  • USA Financial Formulas first reported a position in iShares MSCI Switzerland ETF in Q4 2025 and has held it in 4 quarters since.
  • 133 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q3 2026.

Based on USA Financial Formulas's 13F filing for Q3 2026, filed 16 Oct 2026.