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Venturi Wealth Management’s iShares MSCI Switzerland ETF EWL Stock Holding History

Venturi Wealth Management’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
2025
Q1 		– Sell
-654
Closed -$30.1K – 977
2024
Q4 		$30.1K Hold
654
– – ﹤0.01% 1162
2024
Q3 		$34.1K Buy
654
+334
+104% +$16.9K ﹤0.01% 873
2024
Q2 		$15.4K Hold
320
– – ﹤0.01% 996
2024
Q1 		$15.2K Hold
320
– – ﹤0.01% 811
2023
Q4 		$15.4K Hold
320
– – ﹤0.01% 772
2023
Q3 		$13.9K Hold
320
– – ﹤0.01% 728
2023
Q2 		$14.8K Hold
320
– – ﹤0.01% 604
2023
Q1 		$14.5K Buy
+320
New +$14.1K ﹤0.01% 655

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Venturi Wealth Management's EWL Position: Q1 2025 in Review

Venturi Wealth Management sold out of iShares MSCI Switzerland ETF (EWL) in Q1 2025, closing a stake of 654 shares — an estimated $30.1K sold.

Venturi Wealth Management first reported a position in EWL in Q1 2023 and held it in 8 quarters. The position peaked at $34.1K in Q3 2024. 155 funds tracked by Wall St. Rank hold EWL as of Q1 2025.

  • Venturi Wealth Management reported no remaining iShares MSCI Switzerland ETF position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 654 iShares MSCI Switzerland ETF shares in Q1 2025, an estimated $30.1K.
  • Venturi Wealth Management first reported a position in iShares MSCI Switzerland ETF in Q1 2023 and held it in 8 quarters.
  • Venturi Wealth Management's iShares MSCI Switzerland ETF position peaked at $34.1K in Q3 2024.
  • 155 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.