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Householder Group Estate & Retirement Specialist’s iShares MSCI Canada ETF EWC Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q2 		– Sell
-12
Closed -$459 – 1239
2024
Q1 		$459 Buy
+12
New +$442 ﹤0.01% 1163
2022
Q4 		– Sell
-35
Closed -$1K – 544
2022
Q3 		$1K Buy
+35
New +$1.19K ﹤0.01% 1014

Other funds holding EWC

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's EWC Position: Q2 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares MSCI Canada ETF (EWC) in Q2 2024, closing a stake of 12 shares — an estimated $459 sold.

Householder Group Estate & Retirement Specialist first reported a position in EWC in Q3 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 272 funds tracked by Wall St. Rank hold EWC as of Q2 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining iShares MSCI Canada ETF position as of Q2 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 12 iShares MSCI Canada ETF shares in Q2 2024, an estimated $459.
  • Householder Group Estate & Retirement Specialist first reported a position in iShares MSCI Canada ETF in Q3 2022 and held it in 2 quarters.
  • Householder Group Estate & Retirement Specialist's iShares MSCI Canada ETF position peaked at $1K in Q3 2022.
  • 272 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q2 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q2 2024, filed 17 Jul 2024.