KIA
EWC icon

KCM Investment Advisors’s iShares MSCI Canada ETF EWC Stock Holding History

KCM Investment Advisors’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
2015
Q3 		– Sell
-22,970
Closed -$613K – 528
2015
Q2 		$613K Sell
22,970
-376
-2% -$10.6K 0.05% 322
2015
Q1 		$635K Sell
23,346
-2,499
-10% -$68.6K 0.05% 312
2014
Q4 		$746K Buy
25,845
+18,595
+256% +$547K 0.06% 273
2014
Q3 		$223K Hold
7,250
– – 0.02% 462
2014
Q2 		$234K Hold
7,250
– – 0.02% 445
2014
Q1 		$214K Hold
7,250
– – 0.02% 429
2013
Q4 		$211K Hold
7,250
– – 0.02% 423
2013
Q3 		$205K Buy
+7,250
New +$201K 0.02% 415

Other funds holding EWC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MTB
Mizuho Trust & Banking Tokyo, Japan $25.2M AUM 15.76% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

KCM Investment Advisors's EWC Position: Q3 2015 in Review

KCM Investment Advisors sold out of iShares MSCI Canada ETF (EWC) in Q3 2015, closing a stake of 22,970 shares — an estimated $613K sold.

KCM Investment Advisors first reported a position in EWC in Q3 2013 and held it in 8 quarters. The position peaked at $746K in Q4 2014. 217 funds tracked by Wall St. Rank hold EWC as of Q3 2015.

  • KCM Investment Advisors reported no remaining iShares MSCI Canada ETF position as of Q3 2015 after selling out during the quarter.
  • KCM Investment Advisors sold 22,970 iShares MSCI Canada ETF shares in Q3 2015, an estimated $613K.
  • KCM Investment Advisors first reported a position in iShares MSCI Canada ETF in Q3 2013 and held it in 8 quarters.
  • KCM Investment Advisors's iShares MSCI Canada ETF position peaked at $746K in Q4 2014.
  • 217 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q3 2015.

Based on KCM Investment Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.