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Acorn Wealth Advisors’s iShares MSCI Canada ETF EWC Stock Holding History

Acorn Wealth Advisors’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
2018
Q2 		– Sell
-273
Closed -$8K – 612
2018
Q1 		$8K Hold
273
– – 0.01% 545
2017
Q4 		$8K Buy
+273
New +$7.95K 0.01% 527

Other funds holding EWC

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Acorn Wealth Advisors's EWC Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of iShares MSCI Canada ETF (EWC) in Q2 2018, closing a stake of 273 shares — an estimated $8K sold.

Acorn Wealth Advisors first reported a position in EWC in Q4 2017 and held it in 2 quarters. The position peaked at $8K in Q1 2018. 233 funds tracked by Wall St. Rank hold EWC as of Q2 2018.

  • Acorn Wealth Advisors reported no remaining iShares MSCI Canada ETF position as of Q2 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 273 iShares MSCI Canada ETF shares in Q2 2018, an estimated $8K.
  • Acorn Wealth Advisors first reported a position in iShares MSCI Canada ETF in Q4 2017 and held it in 2 quarters.
  • Acorn Wealth Advisors's iShares MSCI Canada ETF position peaked at $8K in Q1 2018.
  • 233 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.