CW
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Connectus Wealth’s iShares MSCI Canada ETF EWC Stock Holding History

Connectus Wealth’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
2024
Q1 		– Sell
-50,321
Closed -$1.85M – 397
2023
Q4 		$1.85M Sell
50,321
-205,166
-80% -$6.99M 0.04% 277
2023
Q3 		$8.56M Sell
255,487
-8,913
-3% -$309K 0.19% 117
2023
Q2 		$9.26M Sell
264,400
-2,520
-0.9% -$87.3K 0.21% 104
2023
Q1 		$9.12M Buy
266,920
+256,217
+2,394% +$8.78M 0.22% 102
2022
Q4 		$351K Sell
10,703
-263,605
-96% -$8.73M 0.01% 369
2022
Q3 		$8.44M Buy
274,308
+263,443
+2,425% +$8.96M 0.18% 133
2022
Q2 		$367K Buy
10,865
+3,018
+38% +$112K 0.01% 369
2022
Q1 		$302K Buy
+7,847
New +$303K 0.01% 325

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
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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Connectus Wealth's EWC Position: Q1 2024 in Review

Connectus Wealth sold out of iShares MSCI Canada ETF (EWC) in Q1 2024, closing a stake of 50,321 shares — an estimated $1.85M sold.

Connectus Wealth first reported a position in EWC in Q1 2022 and held it in 8 quarters. The position peaked at $9.26M in Q2 2023. 281 funds tracked by Wall St. Rank hold EWC as of Q1 2024.

  • Connectus Wealth reported no remaining iShares MSCI Canada ETF position as of Q1 2024 after selling out during the quarter.
  • Connectus Wealth sold 50,321 iShares MSCI Canada ETF shares in Q1 2024, an estimated $1.85M.
  • Connectus Wealth first reported a position in iShares MSCI Canada ETF in Q1 2022 and held it in 8 quarters.
  • Connectus Wealth's iShares MSCI Canada ETF position peaked at $9.26M in Q2 2023.
  • 281 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.