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

Abound 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
Q1 		– Sell
-45
Closed -$1.65K – 1328
2023
Q4 		$1.65K Buy
+45
New +$1.53K ﹤0.01% 678

Other funds holding EWC

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Abound Wealth Management's EWC Position: Q1 2024 in Review

Abound Wealth Management sold out of iShares MSCI Canada ETF (EWC) in Q1 2024, closing a stake of 45 shares — an estimated $1.65K sold.

Abound Wealth Management first reported a position in EWC in Q4 2023 and held it in 1 quarter. The position peaked at $1.65K in Q4 2023. 281 funds tracked by Wall St. Rank hold EWC as of Q1 2024.

  • Abound Wealth Management reported no remaining iShares MSCI Canada ETF position as of Q1 2024 after selling out during the quarter.
  • Abound Wealth Management sold 45 iShares MSCI Canada ETF shares in Q1 2024, an estimated $1.65K.
  • Abound Wealth Management first reported a position in iShares MSCI Canada ETF in Q4 2023 and held it in 1 quarter.
  • Abound Wealth Management's iShares MSCI Canada ETF position peaked at $1.65K in Q4 2023.
  • 281 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q1 2024.

Based on Abound Wealth Management's 13F filing for Q1 2024, filed 8 Aug 2024.