Cary Street Partners Investment Advisory’s iShares MSCI Canada ETF EWC Stock Holding History

Cary Street Partners Investment Advisory’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
2023 Q4	–	Sell	-107	Closed	-$3.58K	–	981
2023 Q3	$3.58K	Hold	107	–	–	﹤0.01%	1570
2023 Q2	$3.74K	Hold	107	–	–	﹤0.01%	1479
2023 Q1	$3.66K	Buy	107 +29	+37%	+$994	﹤0.01%	1392
2022 Q4	$2.55K	Buy	+78	New	+$2.58K	﹤0.01%	1470

Other funds holding EWC

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Cary Street Partners Investment Advisory's EWC Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of iShares MSCI Canada ETF (EWC) in Q4 2023, closing a stake of 107 shares — an estimated $3.58K sold.

Cary Street Partners Investment Advisory first reported a position in EWC in Q4 2022 and held it in 4 quarters. The position peaked at $3.74K in Q2 2023. 273 funds tracked by Wall St. Rank hold EWC as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining iShares MSCI Canada ETF position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 107 iShares MSCI Canada ETF shares in Q4 2023, an estimated $3.58K.
Cary Street Partners Investment Advisory first reported a position in iShares MSCI Canada ETF in Q4 2022 and held it in 4 quarters.
Cary Street Partners Investment Advisory's iShares MSCI Canada ETF position peaked at $3.74K in Q2 2023.
273 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.