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Clear Perspectives Financial Planning’s iShares MSCI Canada ETF EWC Stock Holding History

Clear Perspectives 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
2022
Q3 		– Sell
-126
Closed -$4K – 215
2022
Q2 		$4K Buy
+126
New +$4.67K ﹤0.01% 184

Other funds holding EWC

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Clear Perspectives Financial Planning's EWC Position: Q3 2022 in Review

Clear Perspectives Financial Planning sold out of iShares MSCI Canada ETF (EWC) in Q3 2022, closing a stake of 126 shares — an estimated $4K sold.

Clear Perspectives Financial Planning first reported a position in EWC in Q2 2022 and held it in 1 quarter. The position peaked at $4K in Q2 2022. 277 funds tracked by Wall St. Rank hold EWC as of Q3 2022.

  • Clear Perspectives Financial Planning reported no remaining iShares MSCI Canada ETF position as of Q3 2022 after selling out during the quarter.
  • Clear Perspectives Financial Planning sold 126 iShares MSCI Canada ETF shares in Q3 2022, an estimated $4K.
  • Clear Perspectives Financial Planning first reported a position in iShares MSCI Canada ETF in Q2 2022 and held it in 1 quarter.
  • Clear Perspectives Financial Planning's iShares MSCI Canada ETF position peaked at $4K in Q2 2022.
  • 277 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q3 2022.

Based on Clear Perspectives Financial Planning's 13F filing for Q3 2022, filed 9 Nov 2022.