GMA
EWC icon

Goldstein Munger & Associates’s iShares MSCI Canada ETF EWC Stock Holding History

Goldstein Munger & Associates’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
2014
Q2 		– Sell
-61,473
Closed -$1.82M – 30
2014
Q1 		$1.82M Sell
61,473
-92,138
-60% -$2.65M 0.84% 17
2013
Q4 		$4.48M Sell
153,611
-87,218
-36% -$2.52M 1.88% 14
2013
Q3 		$6.82M Sell
240,829
-50,279
-17% -$1.39M 2.66% 11
2013
Q2 		$7.61M Buy
+291,108
New +$8.02M 2.85% 13

Other funds holding EWC

SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
QI
Qualcomm Inc San Diego, California $32.1M AUM 5.35% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IRF
IBM Retirement Fund Armonk, New York $72.1M AUM 12.04% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Goldstein Munger & Associates's EWC Position: Q2 2014 in Review

Goldstein Munger & Associates sold out of iShares MSCI Canada ETF (EWC) in Q2 2014, closing a stake of 61,473 shares — an estimated $1.82M sold.

Goldstein Munger & Associates first reported a position in EWC in Q2 2013 and held it in 4 quarters. The position peaked at $7.61M in Q2 2013. 255 funds tracked by Wall St. Rank hold EWC as of Q2 2014.

  • Goldstein Munger & Associates reported no remaining iShares MSCI Canada ETF position as of Q2 2014 after selling out during the quarter.
  • Goldstein Munger & Associates sold 61,473 iShares MSCI Canada ETF shares in Q2 2014, an estimated $1.82M.
  • Goldstein Munger & Associates first reported a position in iShares MSCI Canada ETF in Q2 2013 and held it in 4 quarters.
  • Goldstein Munger & Associates's iShares MSCI Canada ETF position peaked at $7.61M in Q2 2013.
  • 255 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q2 2014.

Based on Goldstein Munger & Associates's 13F filing for Q2 2014, filed 7 Aug 2014.