Calton & Associates’s iShares MSCI Canada ETF EWC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $417K | Sell |
7,232
-9,364
| -56% | -$542K | 0.06% | 255 |
|
|
2026
Q1 | $909K | Buy |
+16,596
| New | +$922K | 0.13% | 146 |
|
|
2025
Q4 | – | Sell |
-16,974
| Closed | -$858K | – | 457 |
|
|
2025
Q3 | $858K | Buy |
16,974
+309
| +2% | +$14.8K | 0.13% | 146 |
|
|
2025
Q2 | $770K | Sell |
16,665
-790
| -5% | -$34.1K | 0.13% | 148 |
|
|
2025
Q1 | $711K | Sell |
17,455
-200
| -1% | -$8.2K | 0.16% | 123 |
|
|
2024
Q4 | $712K | Buy |
17,655
+9,107
| +107% | +$380K | 0.31% | 80 |
|
|
2024
Q3 | $355K | Sell |
8,548
-9,136
| -52% | -$358K | 0.14% | 151 |
|
|
2024
Q2 | $656K | Sell |
17,684
-1,355
| -7% | -$50.9K | 0.33% | 76 |
|
|
2024
Q1 | $729K | Sell |
19,039
-1,072
| -5% | -$39.4K | 0.36% | 69 |
|
|
2023
Q4 | $738K | Buy |
+20,111
| New | +$686K | 0.3% | 82 |
|
|
2023
Q3 | – | Sell |
-19,794
| Closed | -$693K | – | 153 |
|
|
2023
Q2 | $693K | Sell |
19,794
-926
| -4% | -$32.1K | 0.32% | 75 |
|
|
2023
Q1 | $708K | Hold |
20,720
| – | – | 0.33% | 74 |
|
|
2022
Q4 | $678K | Buy |
20,720
+10,087
| +95% | +$334K | 0.26% | 96 |
|
|
2022
Q3 | $327K | Sell |
10,633
-691
| -6% | -$23.5K | 0.19% | 127 |
|
|
2022
Q2 | $381K | Buy |
11,324
+50
| +0.4% | +$1.85K | 0.21% | 126 |
|
|
2022
Q1 | $453K | Hold |
11,274
| – | – | 0.13% | 182 |
|
|
2021
Q4 | $433K | Sell |
11,274
-1,255
| -10% | -$48.3K | 0.12% | 196 |
|
|
2021
Q3 | $454K | Hold |
12,529
| – | – | 0.1% | 205 |
|
|
2021
Q2 | $467K | Buy |
12,529
+839
| +7% | +$30.7K | 0.09% | 203 |
|
|
2021
Q1 | $398K | Buy |
11,690
+150
| +1% | +$4.92K | 0.08% | 225 |
|
|
2020
Q4 | $356K | Sell |
11,540
-161
| -1% | -$4.72K | 0.06% | 227 |
|
|
2020
Q3 | $321K | Sell |
11,701
-158
| -1% | -$4.37K | 0.07% | 223 |
|
|
2020
Q2 | $307K | Sell |
11,859
-18,957
| -62% | -$464K | 0.07% | 220 |
|
|
2020
Q1 | $673K | Sell |
30,816
-2,158
| -7% | -$59.1K | 0.17% | 112 |
|
|
2019
Q4 | $986K | Sell |
32,974
-5,027
| -13% | -$147K | 0.2% | 96 |
|
|
2019
Q3 | $1.1M | Sell |
38,001
-1,391
| -4% | -$39.6K | 0.24% | 77 |
|
|
2019
Q2 | $1.13M | Sell |
39,392
-1,892
| -5% | -$53.3K | 0.32% | 59 |
|
|
2019
Q1 | $1.14M | Sell |
41,284
-414
| -1% | -$11.2K | 0.35% | 55 |
|
|
2018
Q4 | $999K | Sell |
41,698
-392
| -0.9% | -$10.3K | 0.37% | 57 |
|
|
2018
Q3 | $1.21M | Buy |
42,090
+1,600
| +4% | +$46.1K | 0.36% | 46 |
|
|
2018
Q2 | $1.17M | Buy |
40,490
+2,344
| +6% | +$66.7K | 0.34% | 51 |
|
|
2018
Q1 | $1.05M | Buy |
38,146
+2,112
| +6% | +$60.6K | 0.3% | 69 |
|
|
2017
Q4 | $1.09M | Buy |
+36,034
| New | +$1.05M | 0.27% | 64 |
|
Other funds holding EWC
Calton & Associates's EWC Position: Q2 2026 in Review
Calton & Associates reduced its iShares MSCI Canada ETF (EWC) stake by 56% in Q2 2026, selling an estimated $542K and leaving 7,232 shares worth $417K. The position accounts for 0.06% of the portfolio, ranked #255.
Calton & Associates first reported a position in EWC in Q4 2017 and has held it in 33 quarters since. The position peaked at $1.21M in Q3 2018. 390 funds tracked by Wall St. Rank hold EWC as of Q2 2026.
- Calton & Associates held 7,232 shares of iShares MSCI Canada ETF worth $417K as of Q2 2026.
- Calton & Associates sold 9,364 iShares MSCI Canada ETF shares in Q2 2026, an estimated $542K.
- iShares MSCI Canada ETF made up 0.06% of Calton & Associates's portfolio in Q2 2026, its #255 holding.
- Calton & Associates first reported a position in iShares MSCI Canada ETF in Q4 2017 and has held it in 33 quarters since.
- Calton & Associates's iShares MSCI Canada ETF position peaked at $1.21M in Q3 2018.
- 390 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q2 2026.
Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.