Heritage Wealth Management (Arizona)’s iShares MSCI Canada ETF EWC Stock Holding History

Heritage Wealth Management (Arizona)’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 Q3	–	Sell	-42	Closed	-$1.42K	–	1041
2022 Q2	$1.42K	Hold	42	–	–	﹤0.01%	908
2022 Q1	$2K	Buy	+42	New	+$1.62K	﹤0.01%	893
2021 Q3	–	Sell	-179	Closed	-$7K	–	901
2021 Q2	$7K	Hold	179	–	–	﹤0.01%	700
2021 Q1	$6K	Buy	+179	New	+$5.87K	﹤0.01%	625

Other funds holding EWC

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

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

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Heritage Wealth Management (Arizona)'s EWC Position: Q3 2022 in Review

Heritage Wealth Management (Arizona) sold out of iShares MSCI Canada ETF (EWC) in Q3 2022, closing a stake of 42 shares — an estimated $1.42K sold.

Heritage Wealth Management (Arizona) first reported a position in EWC in Q1 2021 and held it in 4 quarters. The position peaked at $7K in Q2 2021. 277 funds tracked by Wall St. Rank hold EWC as of Q3 2022.

Heritage Wealth Management (Arizona) reported no remaining iShares MSCI Canada ETF position as of Q3 2022 after selling out during the quarter.
Heritage Wealth Management (Arizona) sold 42 iShares MSCI Canada ETF shares in Q3 2022, an estimated $1.42K.
Heritage Wealth Management (Arizona) first reported a position in iShares MSCI Canada ETF in Q1 2021 and held it in 4 quarters.
Heritage Wealth Management (Arizona)'s iShares MSCI Canada ETF position peaked at $7K in Q2 2021.
277 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q3 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2022, filed 14 Nov 2022.