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

GoalVest 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
2025 Q1	–	Sell	-34	Closed	-$1.37K	–	513
2024 Q4	$1.37K	Buy	+34	New	+$1.42K	﹤0.01%	350
2023 Q4	–	Sell	-14	Closed	-$468	–	413
2023 Q3	$468	Buy	+14	New	+$485	﹤0.01%	460

Other funds holding EWC

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

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

Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

GoalVest Advisory's EWC Position: Q1 2025 in Review

GoalVest Advisory sold out of iShares MSCI Canada ETF (EWC) in Q1 2025, closing a stake of 34 shares — an estimated $1.37K sold.

GoalVest Advisory first reported a position in EWC in Q3 2023 and held it in 2 quarters. The position peaked at $1.37K in Q4 2024. 294 funds tracked by Wall St. Rank hold EWC as of Q1 2025.

GoalVest Advisory reported no remaining iShares MSCI Canada ETF position as of Q1 2025 after selling out during the quarter.
GoalVest Advisory sold 34 iShares MSCI Canada ETF shares in Q1 2025, an estimated $1.37K.
GoalVest Advisory first reported a position in iShares MSCI Canada ETF in Q3 2023 and held it in 2 quarters.
GoalVest Advisory's iShares MSCI Canada ETF position peaked at $1.37K in Q4 2024.
294 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q1 2025.

Based on GoalVest Advisory's 13F filing for Q1 2025, filed 7 Apr 2025.