Acima Private Wealth’s iShares MSCI Canada ETF EWC Stock Holding History

Acima Private Wealth’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
2020 Q1	–	Sell	-3,970	Closed	-$119K	–	269
2019 Q4	$119K	Hold	3,970	–	–	0.08%	157
2019 Q3	$114K	Hold	3,970	–	–	0.09%	159
2019 Q2	$114K	Hold	3,970	–	–	0.09%	148
2019 Q1	$110K	Sell	3,970 -9,843	-71%	-$265K	0.09%	147
2018 Q4	$331K	Buy	+13,813	New	+$364K	0.32%	73

Other funds holding EWC

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Acima Private Wealth's EWC Position: Q1 2020 in Review

Acima Private Wealth sold out of iShares MSCI Canada ETF (EWC) in Q1 2020, closing a stake of 3,970 shares — an estimated $119K sold.

Acima Private Wealth first reported a position in EWC in Q4 2018 and held it in 5 quarters. The position peaked at $331K in Q4 2018. 217 funds tracked by Wall St. Rank hold EWC as of Q1 2020.

Acima Private Wealth reported no remaining iShares MSCI Canada ETF position as of Q1 2020 after selling out during the quarter.
Acima Private Wealth sold 3,970 iShares MSCI Canada ETF shares in Q1 2020, an estimated $119K.
Acima Private Wealth first reported a position in iShares MSCI Canada ETF in Q4 2018 and held it in 5 quarters.
Acima Private Wealth's iShares MSCI Canada ETF position peaked at $331K in Q4 2018.
217 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q1 2020.

Based on Acima Private Wealth's 13F filing for Q1 2020, filed 1 May 2020.