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Clearstead Advisors’s iShares MSCI Canada ETF EWC Stock Holding History

Clearstead Advisors’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
2023
Q4 		– Sell
-80
Closed -$2.68K – 1565
2023
Q3 		$2.68K Buy
80
+40
+100% +$1.39K ﹤0.01% 1355
2023
Q2 		$1.4K Buy
+40
New +$1.39K ﹤0.01% 1208
2021
Q2 		– Sell
-307
Closed -$10K – 1272
2021
Q1 		$10K Sell
307
-610
-67% -$20K ﹤0.01% 780
2020
Q4 		$28K Hold
917
– – ﹤0.01% 582
2020
Q3 		$25K Hold
917
– – ﹤0.01% 562
2020
Q2 		$24K Hold
917
– – ﹤0.01% 511
2020
Q1 		$20K Buy
+917
New +$25.1K ﹤0.01% 502

Other funds holding EWC

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Clearstead Advisors's EWC Position: Q4 2023 in Review

Clearstead Advisors sold out of iShares MSCI Canada ETF (EWC) in Q4 2023, closing a stake of 80 shares — an estimated $2.68K sold.

Clearstead Advisors first reported a position in EWC in Q1 2020 and held it in 7 quarters. The position peaked at $28K in Q4 2020. 273 funds tracked by Wall St. Rank hold EWC as of Q4 2023.

  • Clearstead Advisors reported no remaining iShares MSCI Canada ETF position as of Q4 2023 after selling out during the quarter.
  • Clearstead Advisors sold 80 iShares MSCI Canada ETF shares in Q4 2023, an estimated $2.68K.
  • Clearstead Advisors first reported a position in iShares MSCI Canada ETF in Q1 2020 and held it in 7 quarters.
  • Clearstead Advisors's iShares MSCI Canada ETF position peaked at $28K in Q4 2020.
  • 273 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q4 2023.

Based on Clearstead Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.