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Glassman Wealth Services’s iShares MSCI Canada ETF EWC Stock Holding History

Glassman Wealth Services’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
2016
Q4 		– Sell
-3,776
Closed -$97K – 644
2016
Q3 		$97K Buy
+3,776
New +$95.7K 0.08% 99

Other funds holding EWC

Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
ZIG
Zurich Insurance Group Zurich, Switzerland $14.4B AUM 63.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Glassman Wealth Services's EWC Position: Q4 2016 in Review

Glassman Wealth Services sold out of iShares MSCI Canada ETF (EWC) in Q4 2016, closing a stake of 3,776 shares — an estimated $97K sold.

Glassman Wealth Services first reported a position in EWC in Q3 2016 and held it in 1 quarter. The position peaked at $97K in Q3 2016. 250 funds tracked by Wall St. Rank hold EWC as of Q4 2016.

  • Glassman Wealth Services reported no remaining iShares MSCI Canada ETF position as of Q4 2016 after selling out during the quarter.
  • Glassman Wealth Services sold 3,776 iShares MSCI Canada ETF shares in Q4 2016, an estimated $97K.
  • Glassman Wealth Services first reported a position in iShares MSCI Canada ETF in Q3 2016 and held it in 1 quarter.
  • Glassman Wealth Services's iShares MSCI Canada ETF position peaked at $97K in Q3 2016.
  • 250 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q4 2016.

Based on Glassman Wealth Services's 13F filing for Q4 2016, filed 14 Feb 2017.