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Fulcrum Equity Management’s iShares MSCI Canada ETF EWC Stock Holding History

Fulcrum Equity 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
Q3 		– Sell
-5,966
Closed -$222K – 189
2021
Q2 		$222K Buy
+5,966
New +$218K 0.08% 171
2021
Q1 		– Sell
-10,585
Closed -$326K – 179
2020
Q4 		$326K Buy
+10,585
New +$310K 0.13% 122

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fulcrum Equity Management's EWC Position: Q3 2021 in Review

Fulcrum Equity Management sold out of iShares MSCI Canada ETF (EWC) in Q3 2021, closing a stake of 5,966 shares — an estimated $222K sold.

Fulcrum Equity Management first reported a position in EWC in Q4 2020 and held it in 2 quarters. The position peaked at $326K in Q4 2020. 262 funds tracked by Wall St. Rank hold EWC as of Q3 2021.

  • Fulcrum Equity Management reported no remaining iShares MSCI Canada ETF position as of Q3 2021 after selling out during the quarter.
  • Fulcrum Equity Management sold 5,966 iShares MSCI Canada ETF shares in Q3 2021, an estimated $222K.
  • Fulcrum Equity Management first reported a position in iShares MSCI Canada ETF in Q4 2020 and held it in 2 quarters.
  • Fulcrum Equity Management's iShares MSCI Canada ETF position peaked at $326K in Q4 2020.
  • 262 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q3 2021.

Based on Fulcrum Equity Management's 13F filing for Q3 2021, filed 25 Jan 2022.