BRWA
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B. Riley Wealth Advisors’s iShares MSCI Canada ETF EWC Stock Holding History

B. Riley 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
2015
Q1 		– Sell
-5,915
Closed -$171K – 1008
2014
Q4 		$171K Buy
+5,915
New +$174K ﹤0.01% 1452
2014
Q3 		– Sell
-11,037
Closed -$152K – 1028
2014
Q2 		$152K Buy
11,037
+5,315
+93% +$163K 0.04% 551
2014
Q1 		$169K Buy
5,722
+800
+16% +$23K 0.05% 440
2013
Q4 		$144K Buy
4,922
+1,517
+45% +$43.9K 0.05% 450
2013
Q3 		$96K Sell
3,405
-781
-19% -$21.6K 0.03% 548
2013
Q2 		$109K Buy
+4,186
New +$115K 0.04% 521

Other funds holding EWC

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

B. Riley Wealth Advisors's EWC Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of iShares MSCI Canada ETF (EWC) in Q1 2015, closing a stake of 5,915 shares — an estimated $171K sold.

B. Riley Wealth Advisors first reported a position in EWC in Q2 2013 and held it in 6 quarters. The position peaked at $171K in Q4 2014. 232 funds tracked by Wall St. Rank hold EWC as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining iShares MSCI Canada ETF position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 5,915 iShares MSCI Canada ETF shares in Q1 2015, an estimated $171K.
  • B. Riley Wealth Advisors first reported a position in iShares MSCI Canada ETF in Q2 2013 and held it in 6 quarters.
  • B. Riley Wealth Advisors's iShares MSCI Canada ETF position peaked at $171K in Q4 2014.
  • 232 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.