FMA Advisory’s iShares MSCI Canada ETF EWC Stock Holding History

FMA Advisory’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	$48K	Buy	+1,816	New	+$51.4K	0.03%	196
2014 Q4	$1.52M	Buy	52,712 +338	+0.6%	+$9.95K	0.53%	74
2014 Q3	$1.61M	Sell	52,374 -2,248	-4%	-$72.4K	0.59%	68
2014 Q2	$1.76M	Sell	54,622 -2,224	-4%	-$68.2K	0.65%	57
2014 Q1	$1.68M	Sell	56,846 -1,331	-2%	-$38.3K	0.66%	56
2013 Q4	$1.7M	Sell	58,177 -755	-1%	-$21.8K	0.69%	54
2013 Q3	$1.67M	Sell	58,932 -1,876	-3%	-$52K	0.67%	50
2013 Q2	$1.59M	Buy	+60,808	New	+$1.68M	0.67%	51

Other funds holding EWC

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FMA Advisory's EWC Position: Q2 2015 in Review

FMA Advisory opened a new position in iShares MSCI Canada ETF (EWC) in Q2 2015: 1,816 shares worth $48K. The stake represents 0.03% of the portfolio and ranks #196 among its holdings. This is a return to the name: FMA Advisory previously reported a position in EWC as recently as Q4 2014.

FMA Advisory first reported a position in EWC in Q2 2013 and has held it in 8 quarters since. The position peaked at $1.76M in Q2 2014. 232 funds tracked by Wall St. Rank hold EWC as of Q2 2015.

FMA Advisory held 1,816 shares of iShares MSCI Canada ETF worth $48K as of Q2 2015.
iShares MSCI Canada ETF was a new FMA Advisory position in Q2 2015.
iShares MSCI Canada ETF made up 0.03% of FMA Advisory's portfolio in Q2 2015, its #196 holding.
FMA Advisory first reported a position in iShares MSCI Canada ETF in Q2 2013 and has held it in 8 quarters since.
FMA Advisory's iShares MSCI Canada ETF position peaked at $1.76M in Q2 2014.
232 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q2 2015.

Based on FMA Advisory's 13F filing for Q2 2015, filed 17 Dec 2019.