EWA
EWC icon

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

Exencial 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
2015
Q2 		– Sell
-7,785
Closed -$227K – 109
2015
Q1 		$227K Sell
7,785
-132
-2% -$3.62K 0.1% 136
2014
Q4 		$219K Sell
7,917
-979
-11% -$28.8K 0.1% 140
2014
Q3 		$273K Sell
8,896
-1
-0% -$32 0.12% 126
2014
Q2 		$289K Buy
8,897
+345
+4% +$10.6K 0.12% 121
2014
Q1 		$255K Sell
8,552
-159
-2% -$4.58K 0.11% 133
2013
Q4 		$250K Sell
8,711
-1,183
-12% -$34.2K 0.11% 124
2013
Q3 		$289K Sell
9,894
-859
-8% -$23.8K 0.14% 117
2013
Q2 		$299K Buy
+10,753
New +$296K 0.15% 115

Other funds holding EWC

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return