Beaumont Financial Advisors’s iShares MSCI Canada ETF EWC Stock Holding History

Beaumont Financial 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
2022 Q1	–	Sell	-7,757	Closed	-$298K	–	362
2021 Q4	$298K	Sell	7,757 -4,161	-35%	-$160K	0.02%	275
2021 Q3	$432K	Buy	+11,918	New	+$442K	0.03%	221
2020 Q4	–	Sell	-28,728	Closed	-$787K	–	339
2020 Q3	$787K	Buy	+28,728	New	+$794K	0.08%	158
2020 Q1	–	Sell	-14,692	Closed	-$439K	–	247
2019 Q4	$439K	Buy	+14,692	New	+$429K	0.04%	194

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Beaumont Financial Advisors's EWC Position: Q1 2022 in Review

Beaumont Financial Advisors sold out of iShares MSCI Canada ETF (EWC) in Q1 2022, closing a stake of 7,757 shares — an estimated $298K sold.

Beaumont Financial Advisors first reported a position in EWC in Q4 2019 and held it in 4 quarters. The position peaked at $787K in Q3 2020. 299 funds tracked by Wall St. Rank hold EWC as of Q1 2022.

Beaumont Financial Advisors reported no remaining iShares MSCI Canada ETF position as of Q1 2022 after selling out during the quarter.
Beaumont Financial Advisors sold 7,757 iShares MSCI Canada ETF shares in Q1 2022, an estimated $298K.
Beaumont Financial Advisors first reported a position in iShares MSCI Canada ETF in Q4 2019 and held it in 4 quarters.
Beaumont Financial Advisors's iShares MSCI Canada ETF position peaked at $787K in Q3 2020.
299 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q1 2022.

Based on Beaumont Financial Advisors's 13F filing for Q1 2022, filed 9 May 2022.