Colton Groome Financial Advisors’s iShares MSCI Canada ETF EWC Stock Holding History

Colton Groome Financial 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
2026 Q3	$4.18M	Buy	71,565 +3,729	+5%	+$225K	0.98%	23
2026 Q2	$3.91M	Buy	67,836 +3,746	+6%	+$217K	0.95%	25
2026 Q1	$3.51M	Buy	64,090 +2,240	+4%	+$124K	1%	23
2025 Q4	$3.34M	Buy	61,850 +3,427	+6%	+$177K	0.96%	25
2025 Q3	$2.95M	Buy	58,423 +5,243	+10%	+$251K	0.91%	25
2025 Q2	$2.46M	Buy	+53,180	New	+$2.3M	0.83%	28

Other funds holding EWC

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

MCM

Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

KFS

Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

Colton Groome Financial Advisors's EWC Position: Q3 2026 in Review

Colton Groome Financial Advisors increased its iShares MSCI Canada ETF (EWC) stake by 5.5% in Q3 2026, buying an estimated $225K and bringing the position to 71,565 shares worth $4.18M. The position accounts for 0.98% of the portfolio, ranked #23.

Colton Groome Financial Advisors first reported a position in EWC in Q2 2025 and has held it in 6 quarters since. 19 funds tracked by Wall St. Rank hold EWC as of Q3 2026.

Colton Groome Financial Advisors held 71,565 shares of iShares MSCI Canada ETF worth $4.18M as of Q3 2026.
Colton Groome Financial Advisors bought 3,729 iShares MSCI Canada ETF shares in Q3 2026, an estimated $225K.
iShares MSCI Canada ETF made up 0.98% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #23 holding.
Colton Groome Financial Advisors first reported a position in iShares MSCI Canada ETF in Q2 2025 and has held it in 6 quarters since.
19 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.