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

CSM 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
2026 Q1	$23.9M	Buy	436,529 +3,048	+0.7%	+$169K	0.59%	43
2025 Q4	$23.4M	Buy	433,481 +15,432	+4%	+$798K	0.64%	44
2025 Q3	$21.1M	Buy	418,049 +6,914	+2%	+$331K	0.59%	48
2025 Q2	$19M	Buy	411,135 +357,500	+667%	+$15.5M	0.55%	54
2025 Q1	$2.18M	Hold	53,635	–	–	0.12%	93
2024 Q4	$2.16M	Buy	+53,635	New	+$2.24M	0.1%	94
2023 Q4	–	Sell	-38,532	Closed	-$1.29M	–	144
2023 Q3	$1.29M	Hold	38,532	–	–	0.11%	95
2023 Q2	$1.35M	Buy	38,532 +441	+1%	+$15.3K	0.1%	98
2023 Q1	$1.3M	Buy	38,091 +903	+2%	+$30.9K	0.11%	92
2022 Q4	$1.22M	Buy	37,188 +1,331	+4%	+$44.1K	0.12%	94
2022 Q3	$1.1M	Buy	+35,857	New	+$1.22M	0.12%	94
2022 Q2	–	Sell	-860,709	Closed	-$34.6M	–	123
2022 Q1	$34.6M	Hold	860,709	–	–	2.37%	11
2021 Q4	$33.1M	Hold	860,709	–	–	2.19%	11
2021 Q3	$31.2M	Hold	860,709	–	–	2.31%	12
2021 Q2	$32.1M	Buy	+860,709	New	+$31.5M	2.12%	12

Other funds holding EWC

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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

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

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

Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CSM Advisors's EWC Position: Q1 2026 in Review

CSM Advisors increased its iShares MSCI Canada ETF (EWC) stake by 0.7% in Q1 2026, buying an estimated $169K and bringing the position to 436,529 shares worth $23.9M. The position accounts for 0.59% of the portfolio, ranked #43.

CSM Advisors first reported a position in EWC in Q2 2021 and has held it in 15 quarters since. The position peaked at $34.6M in Q1 2022. 369 funds tracked by Wall St. Rank hold EWC as of Q1 2026.

CSM Advisors held 436,529 shares of iShares MSCI Canada ETF worth $23.9M as of Q1 2026.
CSM Advisors bought 3,048 iShares MSCI Canada ETF shares in Q1 2026, an estimated $169K.
iShares MSCI Canada ETF made up 0.59% of CSM Advisors's portfolio in Q1 2026, its #43 holding.
CSM Advisors first reported a position in iShares MSCI Canada ETF in Q2 2021 and has held it in 15 quarters since.
CSM Advisors's iShares MSCI Canada ETF position peaked at $34.6M in Q1 2022.
369 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q1 2026.

Based on CSM Advisors's 13F filing for Q1 2026, filed 15 May 2026.