Anchor Investment Management’s iShares MSCI Canada ETF EWC Stock Holding History

Anchor Investment 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
2023 Q2	–	Sell	-1,100	Closed	-$37.6K	–	974
2023 Q1	$37.6K	Buy	1,100 +722	+191%	+$24.7K	0.01%	571
2022 Q4	$12.4K	Hold	378	–	–	﹤0.01%	694
2022 Q3	$11.6K	Buy	+378	New	+$12.9K	﹤0.01%	698
2020 Q3	–	Sell	-100	Closed	-$2.59K	–	913
2020 Q2	$2.59K	Hold	100	–	–	﹤0.01%	766
2020 Q1	$2.19K	Hold	100	–	–	﹤0.01%	756
2019 Q4	$2.99K	Hold	100	–	–	﹤0.01%	746
2019 Q3	$2.89K	Hold	100	–	–	﹤0.01%	734
2019 Q2	$2.86K	Hold	100	–	–	﹤0.01%	728
2019 Q1	$2.76K	Hold	100	–	–	﹤0.01%	728
2018 Q4	$2.4K	Hold	100	–	–	﹤0.01%	754
2018 Q3	$2.88K	Hold	100	–	–	﹤0.01%	760
2018 Q2	$2.85K	Hold	100	–	–	﹤0.01%	780
2018 Q1	$2.76K	Hold	100	–	–	﹤0.01%	750
2017 Q4	$2.96K	Hold	100	–	–	﹤0.01%	750
2017 Q3	$2.89K	Hold	100	–	–	﹤0.01%	721
2017 Q2	$2.68K	Hold	100	–	–	﹤0.01%	665
2017 Q1	$2.69K	Hold	100	–	–	﹤0.01%	659
2016 Q4	$2.62K	Hold	100	–	–	﹤0.01%	635
2016 Q3	$2.57K	Hold	100	–	–	﹤0.01%	624
2016 Q2	$2.45K	Hold	100	–	–	﹤0.01%	622
2016 Q1	$2.37K	Buy	+100	New	+$2.14K	﹤0.01%	609

Other funds holding EWC

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

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

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Anchor Investment Management's EWC Position: Q2 2023 in Review

Anchor Investment Management sold out of iShares MSCI Canada ETF (EWC) in Q2 2023, closing a stake of 1,100 shares — an estimated $37.6K sold.

Anchor Investment Management first reported a position in EWC in Q1 2016 and held it in 21 quarters. The position peaked at $37.6K in Q1 2023. 264 funds tracked by Wall St. Rank hold EWC as of Q2 2023.

Anchor Investment Management reported no remaining iShares MSCI Canada ETF position as of Q2 2023 after selling out during the quarter.
Anchor Investment Management sold 1,100 iShares MSCI Canada ETF shares in Q2 2023, an estimated $37.6K.
Anchor Investment Management first reported a position in iShares MSCI Canada ETF in Q1 2016 and held it in 21 quarters.
Anchor Investment Management's iShares MSCI Canada ETF position peaked at $37.6K in Q1 2023.
264 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q2 2023.

Based on Anchor Investment Management's 13F filing for Q2 2023, filed 2 Jan 2024.