EP Wealth Advisors’s iShares MSCI Canada ETF EWC Stock Holding History

EP Wealth 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	$176K	Buy	+3,052	New	+$177K	﹤0.01%	1547
2025 Q2	$141K	Sell	3,044 -127	-4%	-$5.49K	﹤0.01%	1332
2025 Q1	$129K	Buy	+3,171	New	+$130K	﹤0.01%	1213
2022 Q3	–	Sell	-3,564	Closed	-$120K	–	427
2022 Q2	$120K	Buy	+3,564	New	+$132K	﹤0.01%	622

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

EP Wealth Advisors's EWC Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in iShares MSCI Canada ETF (EWC) in Q2 2026: 3,052 shares worth $176K. The stake represents ﹤0.01% of the portfolio and ranks #1547 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in EWC as recently as Q2 2025.

EP Wealth Advisors first reported a position in EWC in Q2 2022 and has held it in 4 quarters since. 390 funds tracked by Wall St. Rank hold EWC as of Q2 2026.

EP Wealth Advisors held 3,052 shares of iShares MSCI Canada ETF worth $176K as of Q2 2026.
iShares MSCI Canada ETF was a new EP Wealth Advisors position in Q2 2026.
iShares MSCI Canada ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1547 holding.
EP Wealth Advisors first reported a position in iShares MSCI Canada ETF in Q2 2022 and has held it in 4 quarters since.
390 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.