Cerity Partners
EWC icon

Cerity Partners’s iShares MSCI Canada ETF EWC Stock Holding History

Cerity Partners’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
Q3 		– Sell
-6,240
Closed -$231K – 2566
2024
Q2 		$231K Buy
6,240
+40
+0.6% +$1.5K ﹤0.01% 1960
2024
Q1 		$237K Buy
+6,200
New +$228K ﹤0.01% 2007
2018
Q1 		– Sell
-8,496
Closed -$252K – 543
2017
Q4 		$252K Buy
+8,496
New +$247K 0.02% 485

Other funds holding EWC

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Cerity Partners's EWC Position: Q3 2024 in Review

Cerity Partners sold out of iShares MSCI Canada ETF (EWC) in Q3 2024, closing a stake of 6,240 shares — an estimated $231K sold.

Cerity Partners first reported a position in EWC in Q4 2017 and held it in 3 quarters. The position peaked at $252K in Q4 2017. 277 funds tracked by Wall St. Rank hold EWC as of Q3 2024.

  • Cerity Partners reported no remaining iShares MSCI Canada ETF position as of Q3 2024 after selling out during the quarter.
  • Cerity Partners sold 6,240 iShares MSCI Canada ETF shares in Q3 2024, an estimated $231K.
  • Cerity Partners first reported a position in iShares MSCI Canada ETF in Q4 2017 and held it in 3 quarters.
  • Cerity Partners's iShares MSCI Canada ETF position peaked at $252K in Q4 2017.
  • 277 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q3 2024.

Based on Cerity Partners's 13F filing for Q3 2024, filed 12 Nov 2024.