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 Q2	$3.9M	Sell	67,604 -368,925	-85%	-$21.3M	0.08%	253
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return

CSM Advisors's EWC Position: Q2 2026 in Review

CSM Advisors reduced its iShares MSCI Canada ETF (EWC) stake by 85% in Q2 2026, selling an estimated $21.3M and leaving 67,604 shares worth $3.9M. The position accounts for 0.08% of the portfolio, ranked #253.

CSM Advisors first reported a position in EWC in Q2 2021 and has held it in 16 quarters since. The position peaked at $34.6M in Q1 2022. 390 funds tracked by Wall St. Rank hold EWC as of Q2 2026.

CSM Advisors held 67,604 shares of iShares MSCI Canada ETF worth $3.9M as of Q2 2026.
CSM Advisors sold 368,925 iShares MSCI Canada ETF shares in Q2 2026, an estimated $21.3M.
iShares MSCI Canada ETF made up 0.08% of CSM Advisors's portfolio in Q2 2026, its #253 holding.
CSM Advisors first reported a position in iShares MSCI Canada ETF in Q2 2021 and has held it in 16 quarters since.
CSM Advisors's iShares MSCI Canada ETF position peaked at $34.6M in Q1 2022.
390 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.