DWM
EWC icon

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

Dorchester 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
2024
Q4 		$524K Hold
12,991
– – 0.1% 85
2024
Q3 		$539K Sell
12,991
-150
-1% -$5.88K 0.1% 94
2024
Q2 		$487K Buy
13,141
+150
+1% +$5.64K 0.09% 97
2024
Q1 		$497K Buy
12,991
+850
+7% +$31.3K 0.09% 109
2023
Q4 		$445K Hold
12,141
– – 0.08% 107
2023
Q3 		$406K Sell
12,141
-115
-0.9% -$3.99K 0.08% 107
2023
Q2 		$429K Hold
12,256
– – 0.09% 105
2023
Q1 		$419K Buy
12,256
+550
+5% +$18.8K 0.09% 109
2022
Q4 		$383K Buy
11,706
+950
+9% +$31.5K 0.09% 106
2022
Q3 		$331K Buy
10,756
+150
+1% +$5.1K 0.07% 122
2022
Q2 		$357K Hold
10,606
– – 0.07% 120
2022
Q1 		$533K Hold
10,606
– – 0.09% 102
2021
Q4 		$408K Hold
10,606
– – 0.08% 103
2021
Q3 		$385K Buy
10,606
+115
+1% +$4.27K 0.09% 104
2021
Q2 		$391K Buy
10,491
+100
+1% +$3.66K 0.09% 111
2021
Q1 		$354K Buy
10,391
+700
+7% +$22.9K 0.09% 112
2020
Q4 		$299K Hold
9,691
– – 0.08% 117
2020
Q3 		$266K Buy
9,691
+1,500
+18% +$41.4K 0.08% 114
2020
Q2 		$212K Buy
+8,191
New +$200K 0.07% 123
2020
Q1 		– Sell
-8,691
Closed -$260K – 121
2019
Q4 		$260K Buy
+8,691
New +$254K 0.07% 108

Other funds holding EWC

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return

Dorchester Wealth Management's EWC Position: Q4 2024 in Review

Dorchester Wealth Management held its iShares MSCI Canada ETF (EWC) position steady in Q4 2024 at 12,991 shares worth $524K. The position accounts for 0.1% of the portfolio, ranked #85.

Dorchester Wealth Management first reported a position in EWC in Q4 2019 and has held it in 20 quarters since. The position peaked at $539K in Q3 2024. 294 funds tracked by Wall St. Rank hold EWC as of Q4 2024.

  • Dorchester Wealth Management held 12,991 shares of iShares MSCI Canada ETF worth $524K as of Q4 2024.
  • Dorchester Wealth Management left its iShares MSCI Canada ETF share count unchanged in Q4 2024.
  • iShares MSCI Canada ETF made up 0.1% of Dorchester Wealth Management's portfolio in Q4 2024, its #85 holding.
  • Dorchester Wealth Management first reported a position in iShares MSCI Canada ETF in Q4 2019 and has held it in 20 quarters since.
  • Dorchester Wealth Management's iShares MSCI Canada ETF position peaked at $539K in Q3 2024.
  • 294 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q4 2024.

Based on Dorchester Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.