Joel Isaacson & Co’s iShares MSCI Canada ETF EWC Stock Holding History

Joel Isaacson & Co’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
2017 Q1	–	Sell	-2,000	Closed	-$52K	–	290
2016 Q4	$52K	Hold	2,000	–	–	0.01%	301
2016 Q3	$51K	Hold	2,000	–	–	0.01%	315
2016 Q2	$49K	Hold	2,000	–	–	0.01%	328
2016 Q1	$47K	Hold	2,000	–	–	0.01%	345
2015 Q4	$43K	Hold	2,000	–	–	0.01%	351
2015 Q3	$46K	Hold	2,000	–	–	0.01%	353
2015 Q2	$53K	Hold	2,000	–	–	0.01%	354
2015 Q1	$54K	Hold	2,000	–	–	0.01%	343
2014 Q4	$58K	Hold	2,000	–	–	0.02%	305
2014 Q3	$61K	Hold	2,000	–	–	0.02%	272
2014 Q2	$64K	Hold	2,000	–	–	0.02%	267
2014 Q1	$59K	Hold	2,000	–	–	0.02%	267
2013 Q4	$58K	Hold	2,000	–	–	0.02%	251
2013 Q3	$57K	Hold	2,000	–	–	0.02%	238
2013 Q2	$52K	Buy	+2,000	New	+$55.1K	0.02%	222

Other funds holding EWC

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

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

ZIG

Zurich Insurance Group Zurich, Switzerland $14.4B AUM 63.77% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

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

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

Joel Isaacson & Co's EWC Position: Q1 2017 in Review

Joel Isaacson & Co sold out of iShares MSCI Canada ETF (EWC) in Q1 2017, closing a stake of 2,000 shares — an estimated $52K sold.

Joel Isaacson & Co first reported a position in EWC in Q2 2013 and held it in 15 quarters. The position peaked at $64K in Q2 2014. 245 funds tracked by Wall St. Rank hold EWC as of Q1 2017.

Joel Isaacson & Co reported no remaining iShares MSCI Canada ETF position as of Q1 2017 after selling out during the quarter.
Joel Isaacson & Co sold 2,000 iShares MSCI Canada ETF shares in Q1 2017, an estimated $52K.
Joel Isaacson & Co first reported a position in iShares MSCI Canada ETF in Q2 2013 and held it in 15 quarters.
Joel Isaacson & Co's iShares MSCI Canada ETF position peaked at $64K in Q2 2014.
245 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q1 2017.

Based on Joel Isaacson & Co's 13F filing for Q1 2017, filed 5 May 2017.