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

Carolina 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
2024 Q4	–	Sell	-120	Closed	-$4.98K	–	313
2024 Q3	$4.98K	Buy	+120	New	+$4.7K	﹤0.01%	230
2024 Q1	–	Sell	-116	Closed	-$4.25K	–	229
2023 Q4	$4.25K	Hold	116	–	–	﹤0.01%	187
2023 Q3	$3.88K	Hold	116	–	–	﹤0.01%	201
2023 Q2	$4.06K	Hold	116	–	–	﹤0.01%	192
2023 Q1	$3.96K	Hold	116	–	–	﹤0.01%	190
2022 Q4	$4K	Hold	116	–	–	﹤0.01%	178
2022 Q3	$4K	Hold	116	–	–	﹤0.01%	179
2022 Q2	$4K	Hold	116	–	–	﹤0.01%	202
2022 Q1	$5K	Hold	116	–	–	﹤0.01%	206
2021 Q4	$4K	Hold	116	–	–	﹤0.01%	220
2021 Q3	$4K	Hold	116	–	–	﹤0.01%	217
2021 Q2	$4K	Hold	116	–	–	﹤0.01%	233
2021 Q1	$4K	Buy	+116	New	+$3.8K	﹤0.01%	255

Other funds holding EWC

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return

Carolina Wealth Advisors's EWC Position: Q4 2024 in Review

Carolina Wealth Advisors sold out of iShares MSCI Canada ETF (EWC) in Q4 2024, closing a stake of 120 shares — an estimated $4.98K sold.

Carolina Wealth Advisors first reported a position in EWC in Q1 2021 and held it in 13 quarters. The position peaked at $5K in Q1 2022. 294 funds tracked by Wall St. Rank hold EWC as of Q4 2024.

Carolina Wealth Advisors reported no remaining iShares MSCI Canada ETF position as of Q4 2024 after selling out during the quarter.
Carolina Wealth Advisors sold 120 iShares MSCI Canada ETF shares in Q4 2024, an estimated $4.98K.
Carolina Wealth Advisors first reported a position in iShares MSCI Canada ETF in Q1 2021 and held it in 13 quarters.
Carolina Wealth Advisors's iShares MSCI Canada ETF position peaked at $5K in Q1 2022.
294 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q4 2024.

Based on Carolina Wealth Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.