CAPTRUST Financial Advisors
EWC icon

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

CAPTRUST 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
Q3 		– Sell
-355
Closed -$12K – 2683
2022
Q2 		$12K Sell
355
-82
-19% -$3.04K ﹤0.01% 3646
2022
Q1 		$18K Hold
437
– – ﹤0.01% 3451
2021
Q4 		$17K Buy
437
+355
+433% +$13.6K ﹤0.01% 3399
2021
Q3 		$3K Hold
82
– – ﹤0.01% 4121
2021
Q2 		$3K Hold
82
– – ﹤0.01% 4027
2021
Q1 		$3K Sell
82
-355
-81% -$11.6K ﹤0.01% 3906
2020
Q4 		$13K Sell
437
-260
-37% -$7.62K ﹤0.01% 2455
2020
Q3 		$19K Buy
697
+260
+59% +$7.18K ﹤0.01% 1993
2020
Q2 		$11K Buy
+437
New +$10.7K ﹤0.01% 2146
2019
Q4 		– Sell
-355
Closed -$10K – 1248
2019
Q3 		$10K Sell
355
-8
-2% -$228 ﹤0.01% 1495
2019
Q2 		$10K Buy
+363
New +$10.2K ﹤0.01% 1497

Other funds holding EWC

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return