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Ferguson Wellman Capital Management’s iShares MSCI Canada ETF EWC Stock Holding History

Ferguson Wellman Capital 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
2026
Q3 		$1.71M Sell
29,227
-275
-0.9% -$16.6K 0.02% 187
2026
Q2 		$1.7M Sell
29,502
-344
-1% -$19.9K 0.02% 187
2026
Q1 		$1.64M Buy
+29,846
New +$1.66M 0.02% 187
2021
Q1 		– Sell
-14,985
Closed -$462K – 355
2020
Q4 		$462K Sell
14,985
-2,150
-13% -$63K 0.01% 289
2020
Q3 		$470K Sell
17,135
-1,250
-7% -$34.5K 0.01% 265
2020
Q2 		$476K Sell
18,385
-2,695
-13% -$65.9K 0.01% 253
2020
Q1 		$461K Sell
21,080
-15,010
-42% -$411K 0.02% 230
2019
Q4 		$1.08M Buy
36,090
+13,310
+58% +$388K 0.03% 211
2019
Q3 		$658K Sell
22,780
-928
-4% -$26.4K 0.02% 240
2019
Q2 		$679K Sell
23,708
-3,005
-11% -$84.7K 0.02% 226
2019
Q1 		$738K Sell
26,713
-6,737
-20% -$182K 0.03% 224
2018
Q4 		$801K Buy
33,450
+16,535
+98% +$436K 0.03% 216
2018
Q3 		$487K Hold
16,915
– – 0.02% 240
2018
Q2 		$482K Hold
16,915
– – 0.02% 244
2018
Q1 		$466K Sell
16,915
-30,010
-64% -$860K 0.02% 251
2017
Q4 		$1.39M Buy
46,925
+30,475
+185% +$887K 0.05% 178
2017
Q3 		$476K Sell
16,450
-2,750
-14% -$76.5K 0.02% 239
2017
Q2 		$514K Sell
19,200
-851
-4% -$22.5K 0.02% 231
2017
Q1 		$539K Sell
20,051
-9,170
-31% -$248K 0.02% 224
2016
Q4 		$764K Buy
29,221
+13,340
+84% +$344K 0.03% 195
2016
Q3 		$408K Sell
15,881
-1,180
-7% -$29.9K 0.02% 235
2016
Q2 		$418K Sell
17,061
-580
-3% -$14.2K 0.02% 235
2016
Q1 		$418K Sell
17,641
-38,459
-69% -$824K 0.02% 230
2015
Q4 		$1.21M Buy
56,100
+39,699
+242% +$922K 0.05% 186
2015
Q3 		$377K Sell
16,401
-4,040
-20% -$99.5K 0.02% 253
2015
Q2 		$545K Sell
20,441
-1,240
-6% -$35.1K 0.02% 237
2015
Q1 		$589K Sell
21,681
-9,995
-32% -$274K 0.02% 234
2014
Q4 		$914K Buy
31,676
+21,605
+215% +$636K 0.04% 205
2014
Q3 		$309K Sell
10,071
-300
-3% -$9.66K 0.01% 269
2014
Q2 		$334K Sell
10,371
-1,670
-14% -$51.2K 0.01% 271
2014
Q1 		$356K Sell
12,041
-1,668
-12% -$48K 0.02% 253
2013
Q4 		$400K Sell
13,709
-2,922
-18% -$84.5K 0.02% 248
2013
Q3 		$471K Buy
+16,631
New +$461K 0.02% 216

Other funds holding EWC

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

Ferguson Wellman Capital Management's EWC Position: Q3 2026 in Review

Ferguson Wellman Capital Management reduced its iShares MSCI Canada ETF (EWC) stake by 0.93% in Q3 2026, selling an estimated $16.6K and leaving 29,227 shares worth $1.71M. The position accounts for 0.02% of the portfolio, ranked #187.

Ferguson Wellman Capital Management first reported a position in EWC in Q3 2013 and has held it in 33 quarters since. 19 funds tracked by Wall St. Rank hold EWC as of Q3 2026.

  • Ferguson Wellman Capital Management held 29,227 shares of iShares MSCI Canada ETF worth $1.71M as of Q3 2026.
  • Ferguson Wellman Capital Management sold 275 iShares MSCI Canada ETF shares in Q3 2026, an estimated $16.6K.
  • iShares MSCI Canada ETF made up 0.02% of Ferguson Wellman Capital Management's portfolio in Q3 2026, its #187 holding.
  • Ferguson Wellman Capital Management first reported a position in iShares MSCI Canada ETF in Q3 2013 and has held it in 33 quarters since.
  • 19 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q3 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q3 2026, filed 5 Oct 2026.