Chevy Chase Trust
EWC icon

Chevy Chase Trust’s iShares MSCI Canada ETF EWC Stock Holding History

Chevy Chase Trust’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
2020
Q1 		– Sell
-3,500
Closed -$105K – 749
2019
Q4 		$105K Buy
+3,500
New +$102K ﹤0.01% 721
2015
Q1 		– Sell
-9,050
Closed -$261K – 690
2014
Q4 		$261K Sell
9,050
-5,575
-38% -$164K ﹤0.01% 638
2014
Q3 		$449K Sell
14,625
-6,700
-31% -$216K ﹤0.01% 606
2014
Q2 		$687K Buy
21,325
+850
+4% +$26.1K ﹤0.01% 593
2014
Q1 		$605K Sell
20,475
-6,100
-23% -$176K ﹤0.01% 596
2013
Q4 		$775K Buy
26,575
+200
+0.8% +$5.79K 0.01% 572
2013
Q3 		$747K Sell
26,375
-2,975
-10% -$82.4K 0.01% 576
2013
Q2 		$768K Buy
+29,350
New +$809K 0.01% 572

Other funds holding EWC

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Chevy Chase Trust's EWC Position: Q1 2020 in Review

Chevy Chase Trust sold out of iShares MSCI Canada ETF (EWC) in Q1 2020, closing a stake of 3,500 shares — an estimated $105K sold.

Chevy Chase Trust first reported a position in EWC in Q2 2013 and held it in 8 quarters. The position peaked at $775K in Q4 2013. 217 funds tracked by Wall St. Rank hold EWC as of Q1 2020.

  • Chevy Chase Trust reported no remaining iShares MSCI Canada ETF position as of Q1 2020 after selling out during the quarter.
  • Chevy Chase Trust sold 3,500 iShares MSCI Canada ETF shares in Q1 2020, an estimated $105K.
  • Chevy Chase Trust first reported a position in iShares MSCI Canada ETF in Q2 2013 and held it in 8 quarters.
  • Chevy Chase Trust's iShares MSCI Canada ETF position peaked at $775K in Q4 2013.
  • 217 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q1 2020.

Based on Chevy Chase Trust's 13F filing for Q1 2020, filed 13 May 2020.