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Avantax Planning Partners’s iShares MSCI Canada ETF EWC Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-241
Closed -$7K – 562
2018
Q3 		$7K Buy
+241
New +$6.95K ﹤0.01% 969
2018
Q2 		– Sell
-240
Closed -$7K – 605
2018
Q1 		$7K Buy
+240
New +$6.88K ﹤0.01% 1191

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
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Avantax Planning Partners's EWC Position: Q4 2018 in Review

Avantax Planning Partners sold out of iShares MSCI Canada ETF (EWC) in Q4 2018, closing a stake of 241 shares — an estimated $7K sold.

Avantax Planning Partners first reported a position in EWC in Q1 2018 and held it in 2 quarters. The position peaked at $7K in Q3 2018. 232 funds tracked by Wall St. Rank hold EWC as of Q4 2018.

  • Avantax Planning Partners reported no remaining iShares MSCI Canada ETF position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 241 iShares MSCI Canada ETF shares in Q4 2018, an estimated $7K.
  • Avantax Planning Partners first reported a position in iShares MSCI Canada ETF in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's iShares MSCI Canada ETF position peaked at $7K in Q3 2018.
  • 232 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.