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Wealthspire Advisors (New York)’s iShares MSCI Switzerland ETF EWL Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-1,112
Closed -$61.4K – 1617
2025
Q3 		$61.4K Buy
+1,112
New +$60.9K ﹤0.01% 1163

Other funds holding EWL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Wealthspire Advisors (New York)'s EWL Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of iShares MSCI Switzerland ETF (EWL) in Q4 2025, closing a stake of 1,112 shares — an estimated $61.4K sold.

Wealthspire Advisors (New York) first reported a position in EWL in Q3 2025 and held it in 1 quarter. The position peaked at $61.4K in Q3 2025. 189 funds tracked by Wall St. Rank hold EWL as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining iShares MSCI Switzerland ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,112 iShares MSCI Switzerland ETF shares in Q4 2025, an estimated $61.4K.
  • Wealthspire Advisors (New York) first reported a position in iShares MSCI Switzerland ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s iShares MSCI Switzerland ETF position peaked at $61.4K in Q3 2025.
  • 189 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.