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

Atlas Private 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
2021 Q4	–	Sell	-688	Closed	-$25K	–	332
2021 Q3	$25K	Hold	688	–	–	0.01%	317
2021 Q2	$26K	Hold	688	–	–	0.01%	316
2021 Q1	$23K	Hold	688	–	–	0.01%	344
2020 Q4	$21K	Hold	688	–	–	0.01%	327
2020 Q3	$19K	Hold	688	–	–	0.02%	314
2020 Q2	$18K	Buy	+688	New	+$16.8K	0.02%	330

Other funds holding EWC

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return

Atlas Private Wealth Advisors's EWC Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of iShares MSCI Canada ETF (EWC) in Q4 2021, closing a stake of 688 shares — an estimated $25K sold.

Atlas Private Wealth Advisors first reported a position in EWC in Q2 2020 and held it in 6 quarters. The position peaked at $26K in Q2 2021. 275 funds tracked by Wall St. Rank hold EWC as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining iShares MSCI Canada ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 688 iShares MSCI Canada ETF shares in Q4 2021, an estimated $25K.
Atlas Private Wealth Advisors first reported a position in iShares MSCI Canada ETF in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's iShares MSCI Canada ETF position peaked at $26K in Q2 2021.
275 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.