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CVA Family Office’s iShares MSCI Canada ETF EWC Stock Holding History

CVA Family Office’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
Q3 		– Sell
-1,749
Closed -$64.9K – 1297
2024
Q2 		$64.9K Hold
1,749
– – 0.01% 440
2024
Q1 		$67K Hold
1,749
– – 0.01% 431
2023
Q4 		$64.2K Buy
+1,749
New +$59.6K 0.01% 419
2023
Q3 		– Sell
-1,749
Closed -$61.2K – 472
2023
Q2 		$61.2K Hold
1,749
– – 0.01% 399
2023
Q1 		$59.8K Buy
1,749
+398
+29% +$13.6K 0.01% 405
2022
Q4 		$44.2K Buy
+1,351
New +$44.8K 0.01% 440

Other funds holding EWC

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

CVA Family Office's EWC Position: Q3 2024 in Review

CVA Family Office sold out of iShares MSCI Canada ETF (EWC) in Q3 2024, closing a stake of 1,749 shares — an estimated $64.9K sold.

CVA Family Office first reported a position in EWC in Q4 2022 and held it in 6 quarters. The position peaked at $67K in Q1 2024. 277 funds tracked by Wall St. Rank hold EWC as of Q3 2024.

  • CVA Family Office reported no remaining iShares MSCI Canada ETF position as of Q3 2024 after selling out during the quarter.
  • CVA Family Office sold 1,749 iShares MSCI Canada ETF shares in Q3 2024, an estimated $64.9K.
  • CVA Family Office first reported a position in iShares MSCI Canada ETF in Q4 2022 and held it in 6 quarters.
  • CVA Family Office's iShares MSCI Canada ETF position peaked at $67K in Q1 2024.
  • 277 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q3 2024.

Based on CVA Family Office's 13F filing for Q3 2024, filed 10 Oct 2024.