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

Focused 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
2021 Q1	–	Sell	-26	Closed	-$1K	–	935
2020 Q4	$1K	Hold	26	–	–	﹤0.01%	772
2020 Q3	$1K	Hold	26	–	–	﹤0.01%	723
2020 Q2	$1K	Hold	26	–	–	﹤0.01%	712
2020 Q1	$1K	Hold	26	–	–	﹤0.01%	649
2019 Q4	$1K	Hold	26	–	–	﹤0.01%	670
2019 Q3	$1K	Sell	26 -232	-90%	-$6.61K	﹤0.01%	658
2019 Q2	$7K	Hold	258	–	–	﹤0.01%	551
2019 Q1	$7K	Hold	258	–	–	﹤0.01%	509
2018 Q4	$6K	Hold	258	–	–	﹤0.01%	514
2018 Q3	$7K	Hold	258	–	–	﹤0.01%	482
2018 Q2	$7K	Hold	258	–	–	﹤0.01%	478
2018 Q1	$7K	Hold	258	–	–	﹤0.01%	516
2017 Q4	$8K	Sell	258 -26	-9%	-$757	﹤0.01%	496
2017 Q3	$8K	Buy	284 +26	+10%	+$724	﹤0.01%	465
2017 Q2	$7K	Hold	258	–	–	﹤0.01%	516
2017 Q1	$7K	Hold	258	–	–	﹤0.01%	501
2016 Q4	$7K	Hold	258	–	–	﹤0.01%	502
2016 Q3	$7K	Hold	258	–	–	﹤0.01%	487
2016 Q2	$6K	Hold	258	–	–	﹤0.01%	496
2016 Q1	$6K	Hold	258	–	–	﹤0.01%	456
2015 Q4	$6K	Hold	258	–	–	﹤0.01%	479
2015 Q3	$6K	Sell	258 -139	-35%	-$3.42K	﹤0.01%	469
2015 Q2	$11K	Hold	397	–	–	0.01%	390
2015 Q1	$11K	Sell	397 -591	-60%	-$16.2K	0.01%	412
2014 Q4	$29K	Buy	988 +3	+0.3%	+$88	0.02%	257
2014 Q3	$30K	Buy	985 +1	+0.1%	+$32	0.02%	259
2014 Q2	$32K	Hold	984	–	–	0.03%	241
2014 Q1	$29K	Hold	984	–	–	0.02%	230
2013 Q4	$29K	Sell	984 -544	-36%	-$15.7K	0.02%	230
2013 Q3	$43K	Buy	+1,528	New	+$42.3K	0.04%	176

Other funds holding EWC

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Focused Wealth Management's EWC Position: Q1 2021 in Review

Focused Wealth Management sold out of iShares MSCI Canada ETF (EWC) in Q1 2021, closing a stake of 26 shares — an estimated $1K sold.

Focused Wealth Management first reported a position in EWC in Q3 2013 and held it in 30 quarters. The position peaked at $43K in Q3 2013. 265 funds tracked by Wall St. Rank hold EWC as of Q1 2021.

Focused Wealth Management reported no remaining iShares MSCI Canada ETF position as of Q1 2021 after selling out during the quarter.
Focused Wealth Management sold 26 iShares MSCI Canada ETF shares in Q1 2021, an estimated $1K.
Focused Wealth Management first reported a position in iShares MSCI Canada ETF in Q3 2013 and held it in 30 quarters.
Focused Wealth Management's iShares MSCI Canada ETF position peaked at $43K in Q3 2013.
265 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q1 2021.

Based on Focused Wealth Management's 13F filing for Q1 2021, filed 3 May 2021.