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BerganKDV Wealth Management’s iShares MSCI Canada ETF EWC Stock Holding History

BerganKDV Wealth 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
Q2 		– Sell
-282
Closed -$9.64K – 938
2023
Q1 		$9.64K Buy
+282
New +$9.66K ﹤0.01% 609
2022
Q1 		– Sell
-95
Closed -$4K – 1021
2021
Q4 		$4K Hold
95
– – ﹤0.01% 809
2021
Q3 		$3K Buy
+95
New +$3.52K ﹤0.01% 819

Other funds holding EWC

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

BerganKDV Wealth Management's EWC Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of iShares MSCI Canada ETF (EWC) in Q2 2023, closing a stake of 282 shares — an estimated $9.64K sold.

BerganKDV Wealth Management first reported a position in EWC in Q3 2021 and held it in 3 quarters. The position peaked at $9.64K in Q1 2023. 264 funds tracked by Wall St. Rank hold EWC as of Q2 2023.

  • BerganKDV Wealth Management reported no remaining iShares MSCI Canada ETF position as of Q2 2023 after selling out during the quarter.
  • BerganKDV Wealth Management sold 282 iShares MSCI Canada ETF shares in Q2 2023, an estimated $9.64K.
  • BerganKDV Wealth Management first reported a position in iShares MSCI Canada ETF in Q3 2021 and held it in 3 quarters.
  • BerganKDV Wealth Management's iShares MSCI Canada ETF position peaked at $9.64K in Q1 2023.
  • 264 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.