EPM
Elm Partners Management’s iShares MSCI Canada ETF EWC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.41M | Sell |
117,172
-2,993
| -2% | -$138K | 0.31% | 28 |
|
|
2025
Q1 | $4.9M | Sell |
120,165
-5,658
| -4% | -$231K | 0.32% | 28 |
|
|
2024
Q4 | $5.07M | Sell |
125,823
-4,451
| -3% | -$179K | 0.35% | 26 |
|
|
2024
Q3 | $5.41M | Sell |
130,274
-776
| -0.6% | -$32.2K | 0.39% | 23 |
|
|
2024
Q2 | $4.86M | Sell |
131,050
-4,049
| -3% | -$150K | 0.37% | 27 |
|
|
2024
Q1 | $5.17M | Sell |
135,099
-4,196
| -3% | -$161K | 0.41% | 26 |
|
|
2023
Q4 | $5.11M | Buy |
139,295
+13,541
| +11% | +$497K | 0.46% | 26 |
|
|
2023
Q3 | $4.21M | Sell |
125,754
-38,163
| -23% | -$1.28M | 0.44% | 25 |
|
|
2023
Q2 | $5.74M | Sell |
163,917
-17,453
| -10% | -$611K | 0.58% | 24 |
|
|
2023
Q1 | $6.2M | Sell |
181,370
-1,951
| -1% | -$66.7K | 0.65% | 23 |
|
|
2022
Q4 | $6M | Buy |
183,321
+31,050
| +20% | +$1.02M | 0.69% | 22 |
|
|
2022
Q3 | $4.68M | Buy |
152,271
+19,701
| +15% | +$606K | 0.63% | 21 |
|
|
2022
Q2 | $4.47M | Buy |
132,570
+34,967
| +36% | +$1.18M | 0.58% | 21 |
|
|
2022
Q1 | $3.93M | Sell |
97,603
-13,947
| -13% | -$561K | 0.5% | 21 |
|
|
2021
Q4 | $4.29M | Sell |
111,550
-361
| -0.3% | -$13.9K | 0.53% | 20 |
|
|
2021
Q3 | $4.06M | Buy |
111,911
+7,572
| +7% | +$275K | 0.54% | 22 |
|
|
2021
Q2 | $3.89M | Sell |
104,339
-1,339
| -1% | -$49.9K | 0.51% | 22 |
|
|
2021
Q1 | $3.6M | Sell |
105,678
-8,049
| -7% | -$274K | 0.51% | 24 |
|
|
2020
Q4 | $3.51M | Sell |
113,727
-17,635
| -13% | -$544K | 0.52% | 29 |
|
|
2020
Q3 | $3.6M | Sell |
131,362
-9,022
| -6% | -$247K | 0.61% | 28 |
|
|
2020
Q2 | $3.63M | Sell |
140,384
-24,161
| -15% | -$625K | 0.65% | 28 |
|
|
2020
Q1 | $3.6M | Buy |
164,545
+46,742
| +40% | +$1.02M | 0.79% | 26 |
|
|
2019
Q4 | $3.4M | Buy |
117,803
+6,270
| +6% | +$181K | 0.75% | 26 |
|
|
2019
Q3 | $3.22M | Buy |
111,533
+28,644
| +35% | +$828K | 0.73% | 28 |
|
|
2019
Q2 | $2.37M | Buy |
82,889
+6,299
| +8% | +$180K | 0.53% | 30 |
|
|
2019
Q1 | $2.12M | Buy |
76,590
+3,648
| +5% | +$101K | 0.57% | 29 |
|
|
2018
Q4 | $1.74M | Buy |
+72,942
| New | +$1.74M | 0.6% | 21 |
|