Crewe Advisors’s iShares MSCI Canada ETF EWC Stock Holding History

Crewe 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
2023 Q2	–	Sell	-18,936	Closed	-$647K	–	923
2023 Q1	$647K	Buy	18,936 +16,581	+704%	+$568K	0.09%	71
2022 Q4	$77.1K	Sell	2,355 -1,308	-36%	-$43.3K	0.01%	256
2022 Q3	$113K	Buy	3,663 +2,355	+180%	+$80.1K	0.02%	208
2022 Q2	$44K	Buy	+1,308	New	+$48.4K	0.01%	311

Other funds holding EWC

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Crewe Advisors's EWC Position: Q2 2023 in Review

Crewe Advisors sold out of iShares MSCI Canada ETF (EWC) in Q2 2023, closing a stake of 18,936 shares — an estimated $647K sold.

Crewe Advisors first reported a position in EWC in Q2 2022 and held it in 4 quarters. The position peaked at $647K in Q1 2023. 264 funds tracked by Wall St. Rank hold EWC as of Q2 2023.

Crewe Advisors reported no remaining iShares MSCI Canada ETF position as of Q2 2023 after selling out during the quarter.
Crewe Advisors sold 18,936 iShares MSCI Canada ETF shares in Q2 2023, an estimated $647K.
Crewe Advisors first reported a position in iShares MSCI Canada ETF in Q2 2022 and held it in 4 quarters.
Crewe Advisors's iShares MSCI Canada ETF position peaked at $647K in Q1 2023.
264 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q2 2023.

Based on Crewe Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.