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Concord Wealth Partners’s iShares MSCI Canada ETF EWC Stock Holding History

Concord Wealth Partners’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
Q1 		– Sell
-150
Closed -$4.91K – 1063
2022
Q4 		$4.91K Buy
+150
New +$4.97K ﹤0.01% 768

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Concord Wealth Partners's EWC Position: Q1 2023 in Review

Concord Wealth Partners sold out of iShares MSCI Canada ETF (EWC) in Q1 2023, closing a stake of 150 shares — an estimated $4.91K sold.

Concord Wealth Partners first reported a position in EWC in Q4 2022 and held it in 1 quarter. The position peaked at $4.91K in Q4 2022. 272 funds tracked by Wall St. Rank hold EWC as of Q1 2023.

  • Concord Wealth Partners reported no remaining iShares MSCI Canada ETF position as of Q1 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 150 iShares MSCI Canada ETF shares in Q1 2023, an estimated $4.91K.
  • Concord Wealth Partners first reported a position in iShares MSCI Canada ETF in Q4 2022 and held it in 1 quarter.
  • Concord Wealth Partners's iShares MSCI Canada ETF position peaked at $4.91K in Q4 2022.
  • 272 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.