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

Executive 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
2019
Q4 		– Sell
-9,186
Closed -$265K – 152
2019
Q3 		$265K Buy
9,186
+8,908
+3,204% +$254K 0.04% 113
2019
Q2 		$8K Buy
+278
New +$7.83K ﹤0.01% 651

Other funds holding EWC

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Executive Wealth Management's EWC Position: Q4 2019 in Review

Executive Wealth Management sold out of iShares MSCI Canada ETF (EWC) in Q4 2019, closing a stake of 9,186 shares — an estimated $265K sold.

Executive Wealth Management first reported a position in EWC in Q2 2019 and held it in 2 quarters. The position peaked at $265K in Q3 2019. 261 funds tracked by Wall St. Rank hold EWC as of Q4 2019.

  • Executive Wealth Management reported no remaining iShares MSCI Canada ETF position as of Q4 2019 after selling out during the quarter.
  • Executive Wealth Management sold 9,186 iShares MSCI Canada ETF shares in Q4 2019, an estimated $265K.
  • Executive Wealth Management first reported a position in iShares MSCI Canada ETF in Q2 2019 and held it in 2 quarters.
  • Executive Wealth Management's iShares MSCI Canada ETF position peaked at $265K in Q3 2019.
  • 261 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q4 2019.

Based on Executive Wealth Management's 13F filing for Q4 2019, filed 23 Jan 2020.