Burt Wealth Advisors’s iShares MSCI Canada ETF EWC Stock Holding History

Burt Wealth 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
2021 Q1	–	Sell	-3,354	Closed	-$103K	–	178
2020 Q4	$103K	Hold	3,354	–	–	0.04%	131
2020 Q3	$92K	Hold	3,354	–	–	0.03%	132
2020 Q2	$87K	Hold	3,354	–	–	0.04%	129
2020 Q1	$73K	Hold	3,354	–	–	0.03%	135
2019 Q4	$100K	Hold	3,354	–	–	0.04%	125
2019 Q3	$97K	Hold	3,354	–	–	0.04%	126
2019 Q2	$96K	Hold	3,354	–	–	0.04%	127
2019 Q1	$93K	Hold	3,354	–	–	0.04%	127
2018 Q4	$80K	Hold	3,354	–	–	0.04%	139
2018 Q3	$97K	Hold	3,354	–	–	0.04%	139
2018 Q2	$96K	Hold	3,354	–	–	0.05%	131
2018 Q1	$92K	Hold	3,354	–	–	0.05%	135
2017 Q4	$99K	Hold	3,354	–	–	0.06%	127
2017 Q3	$97K	Hold	3,354	–	–	0.06%	127
2017 Q2	$89K	Hold	3,354	–	–	0.06%	126
2017 Q1	$90K	Hold	3,354	–	–	0.06%	119
2016 Q4	$88K	Hold	3,354	–	–	0.08%	126
2016 Q3	$86K	Hold	3,354	–	–	0.09%	114
2016 Q2	$82K	Hold	3,354	–	–	0.09%	116
2016 Q1	$80K	Hold	3,354	–	–	0.07%	126
2015 Q4	$72K	Sell	3,354 -237	-7%	-$5.5K	0.06%	124
2015 Q3	$102K	Buy	3,591 +237	+7%	+$5.83K	0.13%	88
2015 Q2	$89K	Hold	3,354	–	–	0.1%	111
2015 Q1	$91K	Hold	3,354	–	–	0.09%	101
2014 Q4	$97K	Buy	+3,354	New	+$98.7K	0.1%	100

Other funds holding EWC

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

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

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

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return

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

Burt Wealth Advisors's EWC Position: Q1 2021 in Review

Burt Wealth Advisors sold out of iShares MSCI Canada ETF (EWC) in Q1 2021, closing a stake of 3,354 shares — an estimated $103K sold.

Burt Wealth Advisors first reported a position in EWC in Q4 2014 and held it in 25 quarters. The position peaked at $103K in Q4 2020. 265 funds tracked by Wall St. Rank hold EWC as of Q1 2021.

Burt Wealth Advisors reported no remaining iShares MSCI Canada ETF position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 3,354 iShares MSCI Canada ETF shares in Q1 2021, an estimated $103K.
Burt Wealth Advisors first reported a position in iShares MSCI Canada ETF in Q4 2014 and held it in 25 quarters.
Burt Wealth Advisors's iShares MSCI Canada ETF position peaked at $103K in Q4 2020.
265 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.