Institute for Wealth Management’s iShares MSCI Canada ETF EWC Stock Holding History

Institute for Wealth Management’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	$15.3K	Buy	+265	New	+$15.3K	﹤0.01%	1210
2025 Q4	–	Sell	-4,932	Closed	-$249K	–	558
2025 Q3	$249K	Buy	4,932 +278	+6%	+$13.3K	0.03%	501
2025 Q2	$215K	Buy	+4,654	New	+$201K	0.02%	522
2014 Q2	–	Sell	-3,478	Closed	-$103K	–	64
2014 Q1	$103K	Sell	3,478 -213	-6%	-$6.13K	0.09%	50
2013 Q4	$108K	Sell	3,691 -5,343	-59%	-$155K	0.08%	51
2013 Q3	$256K	Buy	9,034 +6,183	+217%	+$171K	0.18%	36
2013 Q2	$75K	Buy	+2,851	New	+$78.5K	0.06%	46

Other funds holding EWC

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Institute for Wealth Management's EWC Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in iShares MSCI Canada ETF (EWC) in Q2 2026: 265 shares worth $15.3K. The stake represents ﹤0.01% of the portfolio and ranks #1210 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in EWC as recently as Q3 2025.

Institute for Wealth Management first reported a position in EWC in Q2 2013 and has held it in 7 quarters since. The position peaked at $256K in Q3 2013. 390 funds tracked by Wall St. Rank hold EWC as of Q2 2026.

Institute for Wealth Management held 265 shares of iShares MSCI Canada ETF worth $15.3K as of Q2 2026.
iShares MSCI Canada ETF was a new Institute for Wealth Management position in Q2 2026.
iShares MSCI Canada ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1210 holding.
Institute for Wealth Management first reported a position in iShares MSCI Canada ETF in Q2 2013 and has held it in 7 quarters since.
Institute for Wealth Management's iShares MSCI Canada ETF position peaked at $256K in Q3 2013.
390 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.