IEQ Capital’s iShares MSCI Canada ETF EWC Stock Holding History

IEQ Capital’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
2023 Q4	–	Sell	-40,993	Closed	-$1.37M	–	952
2023 Q3	$1.37M	Hold	40,993	–	–	0.03%	330
2023 Q2	$1.43M	Buy	40,993 +411	+1%	+$14.2K	0.03%	323
2023 Q1	$1.39M	Hold	40,582	–	–	0.03%	316
2022 Q4	$1.33M	Sell	40,582 -20,495	-34%	-$679K	0.04%	309
2022 Q3	$1.88M	Hold	61,077	–	–	0.05%	241
2022 Q2	$2.06M	Buy	61,077 +476	+0.8%	+$17.6K	0.06%	201
2022 Q1	$2.44M	Buy	+60,601	New	+$2.34M	0.06%	183

Other funds holding EWC

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

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

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

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

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

Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

IEQ Capital's EWC Position: Q4 2023 in Review

IEQ Capital sold out of iShares MSCI Canada ETF (EWC) in Q4 2023, closing a stake of 40,993 shares — an estimated $1.37M sold.

IEQ Capital first reported a position in EWC in Q1 2022 and held it in 7 quarters. The position peaked at $2.44M in Q1 2022. 273 funds tracked by Wall St. Rank hold EWC as of Q4 2023.

IEQ Capital reported no remaining iShares MSCI Canada ETF position as of Q4 2023 after selling out during the quarter.
IEQ Capital sold 40,993 iShares MSCI Canada ETF shares in Q4 2023, an estimated $1.37M.
IEQ Capital first reported a position in iShares MSCI Canada ETF in Q1 2022 and held it in 7 quarters.
IEQ Capital's iShares MSCI Canada ETF position peaked at $2.44M in Q1 2022.
273 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q4 2023.

Based on IEQ Capital's 13F filing for Q4 2023, filed 7 Feb 2024.