COCM
EWC icon

Charter Oak Capital Management’s iShares MSCI Canada ETF EWC Stock Holding History

Charter Oak Capital Management’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
2026
Q1 		$468K Sell
8,547
-290
-3% -$16.1K 0.04% 125
2025
Q4 		$477K Sell
8,837
-951
-10% -$49.2K 0.04% 131
2025
Q3 		$495K Sell
9,788
-128
-1% -$6.13K 0.04% 126
2025
Q2 		$458K Sell
9,916
-148
-1% -$6.4K 0.04% 121
2025
Q1 		$410K Sell
10,064
-1,288
-11% -$52.8K 0.04% 123
2024
Q4 		$457K Sell
11,352
-271
-2% -$11.3K 0.04% 113
2024
Q3 		$483K Buy
11,623
+149
+1% +$5.84K 0.05% 113
2024
Q2 		$426K Sell
11,474
-443
-4% -$16.7K 0.04% 115
2024
Q1 		$456K Sell
11,917
-544
-4% -$20K 0.05% 119
2023
Q4 		$457K Sell
12,461
-1,512
-11% -$51.5K 0.05% 108
2023
Q3 		$468K Sell
13,973
-2,999
-18% -$104K 0.06% 104
2023
Q2 		$594K Sell
16,972
-83
-0.5% -$2.88K 0.08% 95
2023
Q1 		$583K Sell
17,055
-2,269
-12% -$77.7K 0.08% 92
2022
Q4 		$632K Sell
19,324
-1,824
-9% -$60.4K 0.09% 88
2022
Q3 		$651K Sell
21,148
-3,443
-14% -$117K 0.1% 81
2022
Q2 		$828K Sell
24,591
-1,008
-4% -$37.3K 0.11% 82
2022
Q1 		$1.03M Sell
25,599
-1,758
-6% -$67.9K 0.13% 73
2021
Q4 		$1.05M Sell
27,357
-1,093
-4% -$42K 0.12% 70
2021
Q3 		$1.03M Buy
28,450
+104
+0.4% +$3.86K 0.13% 68
2021
Q2 		$1.06M Sell
28,346
-1,385
-5% -$50.7K 0.14% 67
2021
Q1 		$1.01M Buy
29,731
+4,023
+16% +$132K 0.14% 68
2020
Q4 		$793K Buy
+25,708
New +$754K 0.12% 82

Other funds holding EWC

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charter Oak Capital Management's EWC Position: Q1 2026 in Review

Charter Oak Capital Management reduced its iShares MSCI Canada ETF (EWC) stake by 3.3% in Q1 2026, selling an estimated $16.1K and leaving 8,547 shares worth $468K. The position accounts for 0.04% of the portfolio, ranked #125.

Charter Oak Capital Management first reported a position in EWC in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.06M in Q2 2021. 370 funds tracked by Wall St. Rank hold EWC as of Q1 2026.

  • Charter Oak Capital Management held 8,547 shares of iShares MSCI Canada ETF worth $468K as of Q1 2026.
  • Charter Oak Capital Management sold 290 iShares MSCI Canada ETF shares in Q1 2026, an estimated $16.1K.
  • iShares MSCI Canada ETF made up 0.04% of Charter Oak Capital Management's portfolio in Q1 2026, its #125 holding.
  • Charter Oak Capital Management first reported a position in iShares MSCI Canada ETF in Q4 2020 and has held it in 22 quarters since.
  • Charter Oak Capital Management's iShares MSCI Canada ETF position peaked at $1.06M in Q2 2021.
  • 370 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q1 2026.

Based on Charter Oak Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.