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

Waterway 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
2026
Q2 		$561K Buy
8,919
+154
+2% +$9.48K 0.11% 71
2026
Q1 		$515K Hold
8,765
– – 0.11% 74
2025
Q4 		$526K Hold
8,765
– – 0.12% 65
2025
Q3 		$484K Hold
8,765
– – 0.12% 64
2025
Q2 		$480K Buy
+8,765
New +$468K 0.15% 62

Other funds holding EWL

BI
BFI Infinity Zurich, Switzerland $337M AUM 27.28% 1-Year Est. Return
BPW
BlueDoor Private Wealth Beverly, Massachusetts $238M AUM
MG
McHugh Group Bratenahl, Ohio $196M AUM 31.68% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return
HNWA
Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return
EL
EWA LLC Pittsbugh, Pennsylvania $548M AUM 35.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Waterway Wealth Management's EWL Position: Q2 2026 in Review

Waterway Wealth Management increased its iShares MSCI Switzerland ETF (EWL) stake by 1.8% in Q2 2026, buying an estimated $9.48K and bringing the position to 8,919 shares worth $561K. The position accounts for 0.11% of the portfolio, ranked #71.

Waterway Wealth Management first reported a position in EWL in Q2 2025 and has held it in 5 quarters since. 23 funds tracked by Wall St. Rank hold EWL as of Q2 2026.

  • Waterway Wealth Management held 8,919 shares of iShares MSCI Switzerland ETF worth $561K as of Q2 2026.
  • Waterway Wealth Management bought 154 iShares MSCI Switzerland ETF shares in Q2 2026, an estimated $9.48K.
  • iShares MSCI Switzerland ETF made up 0.11% of Waterway Wealth Management's portfolio in Q2 2026, its #71 holding.
  • Waterway Wealth Management first reported a position in iShares MSCI Switzerland ETF in Q2 2025 and has held it in 5 quarters since.
  • 23 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q2 2026.

Based on Waterway Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.