AG
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Advisor Group’s iShares MSCI Canada ETF EWC Stock Holding History

Advisor Group’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
2019
Q4 		$1.61M Buy
53,714
+17,874
+50% +$521K 0.01% 928
2019
Q3 		$1.04M Buy
35,840
+3,239
+10% +$92.3K 0.01% 1121
2019
Q2 		$933K Sell
32,601
-521
-2% -$14.7K 0.01% 1154
2019
Q1 		$914K Buy
33,122
+1,368
+4% +$36.9K 0.01% 1151
2018
Q4 		$759K Buy
31,754
+159
+0.5% +$4.2K 0.01% 1121
2018
Q3 		$911K Buy
31,595
+3,816
+14% +$110K 0.01% 1048
2018
Q2 		$792K Sell
27,779
-2,546
-8% -$72.4K 0.01% 1002
2018
Q1 		$836K Sell
30,325
-3,521
-10% -$101K 0.01% 977
2017
Q4 		$1M Buy
33,846
+2,937
+10% +$85.5K 0.01% 885
2017
Q3 		$894K Buy
30,909
+5,342
+21% +$149K 0.01% 863
2017
Q2 		$684K Buy
25,567
+1,247
+5% +$33K 0.01% 949
2017
Q1 		$654K Sell
24,320
-24,994
-51% -$675K 0.01% 915
2016
Q4 		$1.29M Buy
49,314
+32,425
+192% +$836K 0.03% 565
2016
Q3 		$435K Sell
16,889
-2,148
-11% -$54.4K 0.01% 1044
2016
Q2 		$464K Buy
+19,037
New +$466K 0.01% 955

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 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

Advisor Group's EWC Position: Q4 2019 in Review

Advisor Group increased its iShares MSCI Canada ETF (EWC) stake by 50% in Q4 2019, buying an estimated $521K and bringing the position to 53,714 shares worth $1.61M. The position accounts for 0.01% of the portfolio, ranked #928.

Advisor Group first reported a position in EWC in Q2 2016 and has held it in 15 quarters since. 261 funds tracked by Wall St. Rank hold EWC as of Q4 2019.

  • Advisor Group held 53,714 shares of iShares MSCI Canada ETF worth $1.61M as of Q4 2019.
  • Advisor Group bought 17,874 iShares MSCI Canada ETF shares in Q4 2019, an estimated $521K.
  • iShares MSCI Canada ETF made up 0.01% of Advisor Group's portfolio in Q4 2019, its #928 holding.
  • Advisor Group first reported a position in iShares MSCI Canada ETF in Q2 2016 and has held it in 15 quarters since.
  • 261 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.