Ironwood Financial’s iShares MSCI Canada ETF EWC Stock Holding History

Ironwood Financial’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
2021 Q4	–	Sell	-150	Closed	-$5K	–	246
2021 Q3	$5K	Hold	150	–	–	﹤0.01%	432
2021 Q2	$6K	Buy	+150	New	+$5.49K	﹤0.01%	413
2016 Q4	–	Sell	-160	Closed	-$4K	–	271
2016 Q3	$4K	Hold	160	–	–	﹤0.01%	214
2016 Q2	$4K	Hold	160	–	–	﹤0.01%	213
2016 Q1	$4K	Buy	+160	New	+$3.43K	﹤0.01%	219
2015 Q3	$4K	Hold	160	–	–	﹤0.01%	283
2015 Q2	$4K	Hold	160	–	–	﹤0.01%	266
2015 Q1	$4K	Hold	160	–	–	﹤0.01%	259
2014 Q4	$5K	Buy	+160	New	+$4.71K	﹤0.01%	216

Other funds holding EWC

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return

Ironwood Financial's EWC Position: Q4 2021 in Review

Ironwood Financial sold out of iShares MSCI Canada ETF (EWC) in Q4 2021, closing a stake of 150 shares — an estimated $5K sold.

Ironwood Financial first reported a position in EWC in Q4 2014 and held it in 9 quarters. The position peaked at $6K in Q2 2021. 275 funds tracked by Wall St. Rank hold EWC as of Q4 2021.

Ironwood Financial reported no remaining iShares MSCI Canada ETF position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 150 iShares MSCI Canada ETF shares in Q4 2021, an estimated $5K.
Ironwood Financial first reported a position in iShares MSCI Canada ETF in Q4 2014 and held it in 9 quarters.
Ironwood Financial's iShares MSCI Canada ETF position peaked at $6K in Q2 2021.
275 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.