Boston Research & Management’s iShares MSCI Canada ETF EWC Stock Holding History

Boston Research & 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
2015 Q4	–	Sell	-10,775	Closed	-$247K	–	99
2015 Q3	$247K	Sell	10,775 -15,980	-60%	-$393K	0.16%	89
2015 Q2	$713K	Sell	26,755 -330	-1%	-$9.34K	0.45%	64
2015 Q1	$736K	Sell	27,085 -3,190	-11%	-$87.5K	0.47%	64
2014 Q4	$873K	Sell	30,275 -6,930	-19%	-$204K	0.55%	62
2014 Q3	$1.14M	Sell	37,205 -24,610	-40%	-$793K	0.77%	56
2014 Q2	$1.99M	Sell	61,815 -1,140	-2%	-$34.9K	1.38%	36
2014 Q1	$1.86M	Buy	62,955 +210	+0.3%	+$6.05K	1.37%	37
2013 Q4	$1.83M	Buy	62,745 +3,145	+5%	+$91K	1.41%	36
2013 Q3	$1.69M	Buy	59,600 +2,810	+5%	+$77.8K	1.42%	37
2013 Q2	$1.49M	Buy	+56,790	New	+$1.56M	1.32%	41

Other funds holding EWC

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

MTB

Mizuho Trust & Banking Tokyo, Japan $25.2M AUM 15.76% 1-Year Est. Return

Boston Research & Management's EWC Position: Q4 2015 in Review

Boston Research & Management sold out of iShares MSCI Canada ETF (EWC) in Q4 2015, closing a stake of 10,775 shares — an estimated $247K sold.

Boston Research & Management first reported a position in EWC in Q2 2013 and held it in 10 quarters. The position peaked at $1.99M in Q2 2014. 206 funds tracked by Wall St. Rank hold EWC as of Q4 2015.

Boston Research & Management reported no remaining iShares MSCI Canada ETF position as of Q4 2015 after selling out during the quarter.
Boston Research & Management sold 10,775 iShares MSCI Canada ETF shares in Q4 2015, an estimated $247K.
Boston Research & Management first reported a position in iShares MSCI Canada ETF in Q2 2013 and held it in 10 quarters.
Boston Research & Management's iShares MSCI Canada ETF position peaked at $1.99M in Q2 2014.
206 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q4 2015.

Based on Boston Research & Management's 13F filing for Q4 2015, filed 11 Feb 2016.