Bartlett & Co’s iShares MSCI Canada ETF EWC Stock Holding History

Bartlett & Co’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 Q2	–	Sell	-320	Closed	-$9K	–	706
2018 Q1	$9K	Buy	+320	New	+$9.18K	﹤0.01%	618
2015 Q3	–	Sell	-490	Closed	-$13K	–	756
2015 Q2	$13K	Hold	490	–	–	﹤0.01%	593
2015 Q1	$13K	Hold	490	–	–	﹤0.01%	589
2014 Q4	$14K	Hold	490	–	–	﹤0.01%	581
2014 Q3	$15K	Sell	490 -480	-49%	-$15.5K	﹤0.01%	570
2014 Q2	$31K	Buy	970 +890	+1,113%	+$27.3K	﹤0.01%	503
2014 Q1	$2K	Buy	+80	New	+$2.3K	﹤0.01%	674
2013 Q3	–	Sell	-106	Closed	-$3K	–	834
2013 Q2	$3K	Buy	+106	New	+$2.92K	﹤0.01%	680

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bartlett & Co's EWC Position: Q2 2018 in Review

Bartlett & Co sold out of iShares MSCI Canada ETF (EWC) in Q2 2018, closing a stake of 320 shares — an estimated $9K sold.

Bartlett & Co first reported a position in EWC in Q2 2013 and held it in 8 quarters. The position peaked at $31K in Q2 2014. 233 funds tracked by Wall St. Rank hold EWC as of Q2 2018.

Bartlett & Co reported no remaining iShares MSCI Canada ETF position as of Q2 2018 after selling out during the quarter.
Bartlett & Co sold 320 iShares MSCI Canada ETF shares in Q2 2018, an estimated $9K.
Bartlett & Co first reported a position in iShares MSCI Canada ETF in Q2 2013 and held it in 8 quarters.
Bartlett & Co's iShares MSCI Canada ETF position peaked at $31K in Q2 2014.
233 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q2 2018.

Based on Bartlett & Co's 13F filing for Q2 2018, filed 31 Jul 2018.