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 New York $1.81T AUM 41.13% 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

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

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

Trium Capital London, United Kingdom $163M AUM 45.8% 1-Year Est. Return

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

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

Center for Financial Planning's EWC Position: Q2 2025 in Review

Center for Financial Planning sold out of iShares MSCI Canada ETF (EWC) in Q2 2025, closing a stake of 81 shares — an estimated $3.29K sold.

Center for Financial Planning first reported a position in EWC in Q3 2022 and held it in 11 quarters. The position peaked at $5.53K in Q2 2023. 298 funds tracked by Wall St. Rank hold EWC as of Q2 2025.

Center for Financial Planning reported no remaining iShares MSCI Canada ETF position as of Q2 2025 after selling out during the quarter.
Center for Financial Planning sold 81 iShares MSCI Canada ETF shares in Q2 2025, an estimated $3.29K.
Center for Financial Planning first reported a position in iShares MSCI Canada ETF in Q3 2022 and held it in 11 quarters.
Center for Financial Planning's iShares MSCI Canada ETF position peaked at $5.53K in Q2 2023.
298 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q2 2025.

Based on Center for Financial Planning's 13F filing for Q2 2025, filed 4 Aug 2025.