CFFP
EWC icon

Center for Financial Planning’s iShares MSCI Canada ETF EWC Stock Holding History

Center for Financial Planning’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
2025
Q2 		– Sell
-81
Closed -$3.29K – 669
2025
Q1 		$3.29K Hold
81
– – ﹤0.01% 559
2024
Q4 		$3.26K Buy
81
+1
+1% +$42 ﹤0.01% 505
2024
Q3 		$3.31K Hold
80
– – ﹤0.01% 476
2024
Q2 		$2.96K Buy
80
+1
+1% +$38 ﹤0.01% 480
2024
Q1 		$3.02K Hold
79
– – ﹤0.01% 500
2023
Q4 		$2.9K Buy
79
+1
+1% +$34 ﹤0.01% 452
2023
Q3 		$2.61K Sell
78
-80
-51% -$2.77K ﹤0.01% 447
2023
Q2 		$5.53K Buy
158
+2
+1% +$69 ﹤0.01% 440
2023
Q1 		$5.34K Hold
156
– – ﹤0.01% 412
2022
Q4 		$5.12K Buy
156
+2
+1% +$66 ﹤0.01% 407
2022
Q3 		$5K Buy
+154
New +$5.24K ﹤0.01% 421

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
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TC
Trium Capital London, United Kingdom $138M AUM 84.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return