Wealth Enhancement Advisory Services
EWL icon

Wealth Enhancement Advisory Services’s iShares MSCI Switzerland ETF EWL Stock Holding History

Wealth Enhancement Advisory Services’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 		$366K Sell
5,818
-499
-8% -$30.7K ﹤0.01% 3002
2026
Q1 		$372K Sell
6,317
-383
-6% -$23.4K ﹤0.01% 2576
2025
Q4 		$406K Buy
6,700
+173
+3% +$9.93K ﹤0.01% 2642
2025
Q3 		$369K Sell
6,527
-1,168
-15% -$64K ﹤0.01% 2612
2025
Q2 		$422K Buy
7,695
+341
+5% +$18.2K ﹤0.01% 2346
2025
Q1 		$381K Buy
7,354
+19
+0.3% +$959 ﹤0.01% 2248
2024
Q4 		$337K Sell
7,335
-509
-6% -$24.8K ﹤0.01% 2289
2024
Q3 		$409K Buy
7,844
+666
+9% +$33.7K ﹤0.01% 1962
2024
Q2 		$346K Buy
7,178
+82
+1% +$3.9K ﹤0.01% 1882
2024
Q1 		$338K Sell
7,096
-170
-2% -$8.06K ﹤0.01% 1840
2023
Q4 		$351K Hold
7,266
– – ﹤0.01% 1717
2023
Q3 		$317K Buy
+7,266
New +$334K ﹤0.01% 1710

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
WWM
Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wealth Enhancement Advisory Services's EWL Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its iShares MSCI Switzerland ETF (EWL) stake by 7.9% in Q2 2026, selling an estimated $30.7K and leaving 5,818 shares worth $366K. The position accounts for ﹤0.01% of the portfolio, ranked #3002.

Wealth Enhancement Advisory Services first reported a position in EWL in Q3 2023 and has held it in 12 quarters since. The position peaked at $422K in Q2 2025. 21 funds tracked by Wall St. Rank hold EWL as of Q2 2026.

  • Wealth Enhancement Advisory Services held 5,818 shares of iShares MSCI Switzerland ETF worth $366K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 499 iShares MSCI Switzerland ETF shares in Q2 2026, an estimated $30.7K.
  • iShares MSCI Switzerland ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3002 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares MSCI Switzerland ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's iShares MSCI Switzerland ETF position peaked at $422K in Q2 2025.
  • 21 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.