BC
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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
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return