9258 Wealth Management’s iShares MSCI Canada ETF EWC Stock Holding History

9258 Wealth Management’s Portfolio EWC Stock Details EWC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$243K	Hold	5,850	–	–	0.04%	307
2024 Q2	$217K	Hold	5,850	–	–	0.03%	320
2024 Q1	$224K	Hold	5,850	–	–	0.03%	310
2023 Q4	$215K	Buy	+5,850	New	+$199K	0.04%	298
2023 Q3	–	Sell	-5,850	Closed	-$205K	–	325
2023 Q2	$205K	Buy	+5,850	New	+$203K	0.04%	303
2022 Q2	–	Sell	-5,850	Closed	-$235K	–	342
2022 Q1	$235K	Hold	5,850	–	–	0.05%	323
2021 Q4	$225K	Hold	5,850	–	–	0.05%	335
2021 Q3	$212K	Hold	5,850	–	–	0.06%	321
2021 Q2	$218K	Buy	+5,850	New	+$214K	0.06%	318

Other funds holding EWC

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

9258 Wealth Management's EWC Position: Q3 2024 in Review

9258 Wealth Management held its iShares MSCI Canada ETF (EWC) position steady in Q3 2024 at 5,850 shares worth $243K. The position accounts for 0.04% of the portfolio, ranked #307.

9258 Wealth Management first reported a position in EWC in Q2 2021 and has held it in 9 quarters since. 277 funds tracked by Wall St. Rank hold EWC as of Q3 2024.

9258 Wealth Management held 5,850 shares of iShares MSCI Canada ETF worth $243K as of Q3 2024.
9258 Wealth Management left its iShares MSCI Canada ETF share count unchanged in Q3 2024.
iShares MSCI Canada ETF made up 0.04% of 9258 Wealth Management's portfolio in Q3 2024, its #307 holding.
9258 Wealth Management first reported a position in iShares MSCI Canada ETF in Q2 2021 and has held it in 9 quarters since.
277 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.