CWM
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Cornerstone Wealth Management’s iShares MSCI Canada ETF EWC Stock Holding History

Cornerstone Wealth Management’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
2018
Q4 		– Sell
-10,543
Closed -$364K – 577
2018
Q3 		$364K Sell
10,543
-607,634
-98% -$17.5M ﹤0.01% 1006
2018
Q2 		$21.8M Buy
+618,177
New +$17.6M 0.25% 92
2017
Q2 		– Sell
-8,124
Closed -$219K – 389
2017
Q1 		$219K Buy
+8,124
New +$219K 0.05% 312

Other funds holding EWC

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return