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

IAM 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
2026 Q2	$202K	Buy	+3,511	New	+$203K	0.04%	105
2026 Q1	–	Sell	-4,036	Closed	-$218K	–	100
2025 Q4	$218K	Buy	4,036 +36	+0.9%	+$1.86K	0.05%	95
2025 Q3	$202K	Buy	+4,000	New	+$192K	0.05%	102
2021 Q3	–	Sell	-104,339	Closed	-$3.89M	–	79
2021 Q2	$3.89M	Buy	+104,339	New	+$3.82M	0.51%	22

Other funds holding EWC

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Sava Infond Maribor, Slovenia $1.41B AUM 69.95% 1-Year Est. Return

Vertex Investment Solutions Chiyoda-Ku $148M AUM

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return