Baldrige Asset Management’s iShares MSCI Canada ETF EWC Stock Holding History

Baldrige Asset 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 Q1	$24K	Hold	700	–	–	0.01%	211
2022 Q4	$23K	Hold	700	–	–	0.01%	206
2022 Q3	$22K	Hold	700	–	–	0.01%	200
2022 Q2	$24K	Hold	700	–	–	0.01%	200
2022 Q1	$28K	Hold	700	–	–	0.01%	208
2021 Q4	$27K	Hold	700	–	–	0.01%	210
2021 Q3	$25K	Hold	700	–	–	0.01%	218
2021 Q2	$26K	Buy	+700	New	+$25.6K	0.01%	217

Other funds holding EWC

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Baldrige Asset Management's EWC Position: Q1 2023 in Review

Baldrige Asset Management held its iShares MSCI Canada ETF (EWC) position steady in Q1 2023 at 700 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #211.

Baldrige Asset Management first reported a position in EWC in Q2 2021 and has held it in 8 quarters since. The position peaked at $28K in Q1 2022. 272 funds tracked by Wall St. Rank hold EWC as of Q1 2023.

Baldrige Asset Management held 700 shares of iShares MSCI Canada ETF worth $24K as of Q1 2023.
Baldrige Asset Management left its iShares MSCI Canada ETF share count unchanged in Q1 2023.
iShares MSCI Canada ETF made up 0.01% of Baldrige Asset Management's portfolio in Q1 2023, its #211 holding.
Baldrige Asset Management first reported a position in iShares MSCI Canada ETF in Q2 2021 and has held it in 8 quarters since.
Baldrige Asset Management's iShares MSCI Canada ETF position peaked at $28K in Q1 2022.
272 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.