IWC
EWC icon

Integrated Wealth Concepts’s iShares MSCI Canada ETF EWC Stock Holding History

Integrated Wealth Concepts’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
Q1 		$1.2M Sell
21,929
-1,875
-8% -$104K 0.01% 1014
2025
Q4 		$1.28M Sell
23,804
-1,135
-5% -$58.7K 0.02% 678
2025
Q3 		$1.26M Sell
24,939
-2,179
-8% -$104K 0.01% 863
2025
Q2 		$1.25M Buy
27,118
+20,184
+291% +$872K 0.01% 806
2025
Q1 		$283K Sell
6,934
-23,870
-77% -$979K ﹤0.01% 1439
2024
Q4 		$1.24M Buy
30,804
+24,914
+423% +$1.04M 0.01% 733
2024
Q3 		$245K Sell
5,890
-482
-8% -$18.9K ﹤0.01% 1463
2024
Q2 		$236K Sell
6,372
-159
-2% -$5.98K ﹤0.01% 1452
2024
Q1 		$250K Buy
+6,531
New +$240K ﹤0.01% 1414
2023
Q4 		– Sell
-10,468
Closed -$350K – 1619
2023
Q3 		$350K Sell
10,468
-2,782
-21% -$96.4K 0.01% 1153
2023
Q2 		$464K Sell
13,250
-7,069
-35% -$245K 0.01% 1012
2023
Q1 		$695K Buy
20,319
+337
+2% +$11.5K 0.01% 743
2022
Q4 		$654K Buy
19,982
+5,143
+35% +$170K 0.02% 578
2022
Q3 		$456K Sell
14,839
-831,427
-98% -$28.3M 0.01% 615
2022
Q2 		$28.5M Buy
846,266
+210,084
+33% +$7.78M 0.89% 23
2022
Q1 		$25.6M Buy
636,182
+630,635
+11,369% +$24.4M 0.78% 27
2021
Q4 		$213K Buy
+5,547
New +$213K 0.01% 911
2021
Q3 		– Sell
-29,214
Closed -$1.09M – 951
2021
Q2 		$1.09M Buy
29,214
+7,769
+36% +$284K 0.04% 340
2021
Q1 		$730K Buy
+21,445
New +$703K 0.03% 369

Other funds holding EWC

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Integrated Wealth Concepts's EWC Position: Q1 2026 in Review

Integrated Wealth Concepts reduced its iShares MSCI Canada ETF (EWC) stake by 7.9% in Q1 2026, selling an estimated $104K and leaving 21,929 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #1014.

Integrated Wealth Concepts first reported a position in EWC in Q1 2021 and has held it in 19 quarters since. The position peaked at $28.5M in Q2 2022. 369 funds tracked by Wall St. Rank hold EWC as of Q1 2026.

  • Integrated Wealth Concepts held 21,929 shares of iShares MSCI Canada ETF worth $1.2M as of Q1 2026.
  • Integrated Wealth Concepts sold 1,875 iShares MSCI Canada ETF shares in Q1 2026, an estimated $104K.
  • iShares MSCI Canada ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1014 holding.
  • Integrated Wealth Concepts first reported a position in iShares MSCI Canada ETF in Q1 2021 and has held it in 19 quarters since.
  • Integrated Wealth Concepts's iShares MSCI Canada ETF position peaked at $28.5M in Q2 2022.
  • 369 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.