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Apriem Advisors’s iShares MSCI Canada ETF EWC Stock Holding History

Apriem 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
2015
Q3 		– Sell
-1,100
Closed -$29K – 543
2015
Q2 		$29K Buy
1,100
+100
+10% +$2.83K 0.01% 263
2015
Q1 		$27K Hold
1,000
– – 0.01% 276
2014
Q4 		$29K Sell
1,000
-219
-18% -$6.45K 0.01% 244
2014
Q3 		$37K Buy
1,219
+2
+0.2% +$64 0.01% 240
2014
Q2 		$39K Hold
1,217
– – 0.01% 215
2014
Q1 		$36K Hold
1,217
– – 0.01% 249
2013
Q4 		$36K Buy
1,217
+2
+0.2% +$58 0.01% 235
2013
Q3 		$34K Buy
1,215
+3
+0.2% +$83 0.01% 233
2013
Q2 		$32K Buy
+1,212
New +$33.4K 0.02% 234

Other funds holding EWC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MTB
Mizuho Trust & Banking Tokyo, Japan $25.2M AUM 15.76% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $90.6B AUM 36.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return