Waverly Advisors’s iShares MSCI Switzerland ETF EWL Stock Holding History

Waverly Advisors’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 Q1	$13.3M	Buy	225,706 +3,543	+2%	+$217K	0.1%	208
2025 Q4	$13.3M	Buy	222,163 +1,871	+0.8%	+$107K	0.11%	183
2025 Q3	$12.2M	Buy	220,292 +14,076	+7%	+$771K	0.12%	174
2025 Q2	$11.3M	Buy	206,216 +5,649	+3%	+$302K	0.12%	171
2025 Q1	$10.4M	Buy	200,567 +3,465	+2%	+$175K	0.13%	177
2024 Q4	$9.06M	Buy	197,102 +10,205	+5%	+$498K	0.14%	154
2024 Q3	$9.74M	Sell	186,897 -2,019	-1%	-$102K	0.18%	122
2024 Q2	$9.11M	Buy	+188,916	New	+$9M	0.18%	120
2015 Q4	–	Sell	-3,075	Closed	-$94K	–	214
2015 Q3	$94K	Hold	3,075	–	–	0.06%	77
2015 Q2	$101K	Buy	+3,075	New	+$107K	0.06%	70
2015 Q1	–	Sell	-375	Closed	-$12K	–	365
2014 Q4	$12K	Hold	375	–	–	0.01%	276
2014 Q3	$12K	Buy	375 +162	+76%	+$5.42K	0.01%	429
2014 Q2	$7K	Buy	+213	New	+$7.43K	﹤0.01%	518
2014 Q1	–	Sell	-865	Closed	-$29K	–	739
2013 Q4	$29K	Buy	865 +594	+219%	+$18.9K	0.01%	403
2013 Q3	$8K	Buy	+271	New	+$8.18K	﹤0.01%	457

Other funds holding EWL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Waverly Advisors's EWL Position: Q1 2026 in Review

Waverly Advisors increased its iShares MSCI Switzerland ETF (EWL) stake by 1.6% in Q1 2026, buying an estimated $217K and bringing the position to 225,706 shares worth $13.3M. The position accounts for 0.1% of the portfolio, ranked #208.

Waverly Advisors first reported a position in EWL in Q3 2013 and has held it in 15 quarters since. The position peaked at $13.3M in Q4 2025. 186 funds tracked by Wall St. Rank hold EWL as of Q1 2026.

Waverly Advisors held 225,706 shares of iShares MSCI Switzerland ETF worth $13.3M as of Q1 2026.
Waverly Advisors bought 3,543 iShares MSCI Switzerland ETF shares in Q1 2026, an estimated $217K.
iShares MSCI Switzerland ETF made up 0.1% of Waverly Advisors's portfolio in Q1 2026, its #208 holding.
Waverly Advisors first reported a position in iShares MSCI Switzerland ETF in Q3 2013 and has held it in 15 quarters since.
Waverly Advisors's iShares MSCI Switzerland ETF position peaked at $13.3M in Q4 2025.
186 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.