WA
EWL icon

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
Q2 		$14.5M Buy
230,558
+4,852
+2% +$299K 0.08% 225
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

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 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

Waverly Advisors's EWL Position: Q2 2026 in Review

Waverly Advisors increased its iShares MSCI Switzerland ETF (EWL) stake by 2.1% in Q2 2026, buying an estimated $299K and bringing the position to 230,558 shares worth $14.5M. The position accounts for 0.08% of the portfolio, ranked #225.

Waverly Advisors first reported a position in EWL in Q3 2013 and has held it in 16 quarters since. 194 funds tracked by Wall St. Rank hold EWL as of Q2 2026.

  • Waverly Advisors held 230,558 shares of iShares MSCI Switzerland ETF worth $14.5M as of Q2 2026.
  • Waverly Advisors bought 4,852 iShares MSCI Switzerland ETF shares in Q2 2026, an estimated $299K.
  • iShares MSCI Switzerland ETF made up 0.08% of Waverly Advisors's portfolio in Q2 2026, its #225 holding.
  • Waverly Advisors first reported a position in iShares MSCI Switzerland ETF in Q3 2013 and has held it in 16 quarters since.
  • 194 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.