WF
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Warner Financial’s iShares MSCI Switzerland ETF EWL Stock Holding History

Warner 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 		$224K Hold
3,570
– – 0.07% 142
2026
Q1 		$210K Hold
3,570
– – 0.07% 135
2025
Q4 		$214K Buy
+3,570
New +$205K 0.07% 131

Other funds holding EWL

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
RP
Rice Partnership Honolulu, Hawaii $824M AUM 40.45% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
AWM
Ameliora Wealth Management Zurich, Switzerland $337M AUM 21.71% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
CC
Climber Capital Nyon, Switzerland $164M AUM
SQA
Simon Quick Advisors Morristown, New Jersey $2.48B AUM 21.26% 1-Year Est. Return
LFASL
Lugano Financial Advisors SA (LFA) Lugano, Switzerland $166M AUM 16.79% 1-Year Est. Return

Warner Financial's EWL Position: Q2 2026 in Review

Warner Financial held its iShares MSCI Switzerland ETF (EWL) position steady in Q2 2026 at 3,570 shares worth $224K. The position accounts for 0.07% of the portfolio, ranked #142.

Warner Financial first reported a position in EWL in Q4 2025 and has held it in 3 quarters since. 71 funds tracked by Wall St. Rank hold EWL as of Q2 2026.

  • Warner Financial held 3,570 shares of iShares MSCI Switzerland ETF worth $224K as of Q2 2026.
  • Warner Financial left its iShares MSCI Switzerland ETF share count unchanged in Q2 2026.
  • iShares MSCI Switzerland ETF made up 0.07% of Warner Financial's portfolio in Q2 2026, its #142 holding.
  • Warner Financial first reported a position in iShares MSCI Switzerland ETF in Q4 2025 and has held it in 3 quarters since.
  • 71 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q2 2026.

Based on Warner Financial's 13F filing for Q2 2026, filed 9 Jul 2026.