Cardinal Point Capital Management’s iShares MSCI Canada ETF EWC Stock Holding History

Cardinal Point Capital 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
2026 Q2	$1.13M	Buy	19,603 +199	+1%	+$11.5K	0.06%	121
2026 Q1	$1.06M	Buy	19,404 +200	+1%	+$11.1K	0.07%	115
2025 Q4	$1.04M	Buy	19,204 +4,963	+35%	+$257K	0.07%	115
2025 Q3	$720K	Buy	14,241 +1,250	+10%	+$59.9K	0.05%	131
2025 Q2	$600K	Hold	12,991	–	–	0.05%	128
2025 Q1	$529K	Buy	+12,991	New	+$533K	0.05%	113

Other funds holding EWC

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Vertex Investment Solutions Chiyoda-Ku $148M AUM

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return