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

AE 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
2026
Q2 		$52.4K Buy
910
+119
+15% +$6.89K ﹤0.01% 2078
2026
Q1 		$43.4K Buy
791
+675
+582% +$37.5K ﹤0.01% 1993
2025
Q4 		$6.28K Buy
116
+33
+40% +$1.71K ﹤0.01% 2200
2025
Q3 		$4.2K Buy
83
+18
+28% +$863 ﹤0.01% 2102
2025
Q2 		$3K Sell
65
-19
-23% -$821 ﹤0.01% 2013
2025
Q1 		$3.42K Buy
84
+18
+27% +$738 ﹤0.01% 1980
2024
Q4 		$2.66K Buy
+66
New +$2.75K ﹤0.01% 1982

Other funds holding EWC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return

AE Wealth Management's EWC Position: Q2 2026 in Review

AE Wealth Management increased its iShares MSCI Canada ETF (EWC) stake by 15% in Q2 2026, buying an estimated $6.89K and bringing the position to 910 shares worth $52.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2078.

AE Wealth Management first reported a position in EWC in Q4 2024 and has held it in 7 quarters since. 390 funds tracked by Wall St. Rank hold EWC as of Q2 2026.

  • AE Wealth Management held 910 shares of iShares MSCI Canada ETF worth $52.4K as of Q2 2026.
  • AE Wealth Management bought 119 iShares MSCI Canada ETF shares in Q2 2026, an estimated $6.89K.
  • iShares MSCI Canada ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2078 holding.
  • AE Wealth Management first reported a position in iShares MSCI Canada ETF in Q4 2024 and has held it in 7 quarters since.
  • 390 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.