Gofen & Glossberg’s iShares MSCI Canada ETF EWC Stock Holding History

Gofen & Glossberg’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
2022 Q4	$298K	Sell	9,112 -650	-7%	-$21.5K	0.01%	432
2022 Q3	$300K	Hold	9,762	–	–	0.01%	408
2022 Q2	$329K	Sell	9,762 -250	-2%	-$9.26K	0.01%	400
2022 Q1	$403K	Hold	10,012	–	–	0.01%	386
2021 Q4	$385K	Hold	10,012	–	–	0.01%	402
2021 Q3	$363K	Hold	10,012	–	–	0.01%	399
2021 Q2	$373K	Hold	10,012	–	–	0.01%	396
2021 Q1	$341K	Sell	10,012 -250	-2%	-$8.19K	0.01%	392
2020 Q4	$316K	Buy	10,262 +147	+1%	+$4.31K	0.01%	386
2020 Q3	$277K	Sell	10,115 -5,548	-35%	-$153K	0.01%	380
2020 Q2	$405K	Hold	15,663	–	–	0.01%	308
2020 Q1	$342K	Sell	15,663 -2,600	-14%	-$71.2K	0.01%	307
2019 Q4	$546K	Sell	18,263 -100	-0.5%	-$2.92K	0.02%	281
2019 Q3	$531K	Hold	18,363	–	–	0.02%	279
2019 Q2	$526K	Sell	18,363 -100	-0.5%	-$2.82K	0.02%	279
2019 Q1	$510K	Sell	18,463 -125	-0.7%	-$3.37K	0.02%	274
2018 Q4	$445K	Sell	18,588 -569	-3%	-$15K	0.02%	282
2018 Q3	$551K	Sell	19,157 -2,436	-11%	-$70.2K	0.02%	275
2018 Q2	$616K	Hold	21,593	–	–	0.02%	248
2018 Q1	$595K	Buy	21,593 +3,405	+19%	+$97.6K	0.02%	256
2017 Q4	$539K	Buy	18,188 +150	+0.8%	+$4.37K	0.02%	280
2017 Q3	$522K	Buy	18,038 +150	+0.8%	+$4.17K	0.02%	281
2017 Q2	$479K	Hold	17,888	–	–	0.02%	292
2017 Q1	$481K	Buy	17,888 +200	+1%	+$5.4K	0.02%	290
2016 Q4	$463K	Sell	17,688 -6,000	-25%	-$155K	0.02%	288
2016 Q3	$609K	Sell	23,688 -1,000	-4%	-$25.3K	0.03%	252
2016 Q2	$605K	Sell	24,688 -850	-3%	-$20.8K	0.03%	253
2016 Q1	$606K	Sell	25,538 -5,450	-18%	-$117K	0.03%	251
2015 Q4	$666K	Sell	30,988 -3,749	-11%	-$87K	0.03%	239
2015 Q3	$799K	Buy	34,737 +1,761	+5%	+$43.4K	0.04%	224
2015 Q2	$879K	Sell	32,976 -500	-1%	-$14.1K	0.04%	220
2015 Q1	$910K	Sell	33,476 -160	-0.5%	-$4.39K	0.04%	220
2014 Q4	$971K	Sell	33,636 -2,662	-7%	-$78.3K	0.04%	211
2014 Q3	$1.11M	Buy	36,298 +520	+1%	+$16.8K	0.05%	198
2014 Q2	$1.15M	Sell	35,778 -155	-0.4%	-$4.75K	0.05%	193
2014 Q1	$1.05M	Buy	35,933 +471	+1%	+$13.6K	0.05%	194
2013 Q4	$1.03M	Buy	35,462 +262	+0.7%	+$7.58K	0.05%	195
2013 Q3	$997K	Sell	35,200 -200	-0.6%	-$5.54K	0.05%	193
2013 Q2	$926K	Buy	+35,400	New	+$975K	0.05%	186

Other funds holding EWC

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Gofen & Glossberg's EWC Position: Q4 2022 in Review

Gofen & Glossberg reduced its iShares MSCI Canada ETF (EWC) stake by 6.7% in Q4 2022, selling an estimated $21.5K and leaving 9,112 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #432.

Gofen & Glossberg first reported a position in EWC in Q2 2013 and has held it in 39 quarters since. The position peaked at $1.15M in Q2 2014. 283 funds tracked by Wall St. Rank hold EWC as of Q4 2022.

Gofen & Glossberg held 9,112 shares of iShares MSCI Canada ETF worth $298K as of Q4 2022.
Gofen & Glossberg sold 650 iShares MSCI Canada ETF shares in Q4 2022, an estimated $21.5K.
iShares MSCI Canada ETF made up 0.01% of Gofen & Glossberg's portfolio in Q4 2022, its #432 holding.
Gofen & Glossberg first reported a position in iShares MSCI Canada ETF in Q2 2013 and has held it in 39 quarters since.
Gofen & Glossberg's iShares MSCI Canada ETF position peaked at $1.15M in Q2 2014.
283 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q4 2022.

Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.