Community Financial Services Group’s iShares MSCI Canada ETF EWC Stock Holding History

Community Financial Services Group’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 Q2	$6.46K	Sell	112 -20,858	-99%	-$1.21M	﹤0.01%	417
2026 Q1	$1.16M	Sell	20,970 -430	-2%	-$23.9K	0.2%	64
2025 Q4	$1.15M	Sell	21,400 -387	-2%	-$20K	0.21%	64
2025 Q3	$1.1M	Buy	21,787 +275	+1%	+$13.2K	0.2%	65
2025 Q2	$994K	Buy	21,512 +81	+0.4%	+$3.5K	0.2%	65
2025 Q1	$873K	Buy	21,431 +1,120	+6%	+$45.9K	0.19%	67
2024 Q4	$819K	Buy	20,311 +1,208	+6%	+$50.4K	0.16%	72
2024 Q3	$793K	Buy	19,103 +638	+3%	+$25K	0.16%	80
2024 Q2	$685K	Sell	18,465 -14,886	-45%	-$560K	0.15%	88
2024 Q1	$1.28M	Buy	+33,351	New	+$1.23M	0.29%	78

Other funds holding EWC

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Vertex Investment Solutions Chiyoda-Ku $148M AUM

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return