KWA
EWC icon

KCS Wealth Advisory’s iShares MSCI Canada ETF EWC Stock Holding History

KCS Wealth Advisory’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
2020
Q1 		– Sell
-18,148
Closed -$542K – 146
2019
Q4 		$542K Buy
18,148
+933
+5% +$27.2K 0.41% 99
2019
Q3 		$498K Buy
17,215
+1,039
+6% +$29.6K 0.34% 103
2019
Q2 		$463K Buy
16,176
+1,575
+11% +$44.4K 0.37% 107
2019
Q1 		$404K Buy
14,601
+258
+2% +$6.96K 0.35% 109
2018
Q4 		$344K Sell
14,343
-360
-2% -$9.5K 0.36% 111
2018
Q3 		$423K Sell
14,703
-156
-1% -$4.5K 0.39% 102
2018
Q2 		$424K Sell
14,859
-1,042
-7% -$29.6K 0.39% 102
2018
Q1 		$438K Buy
15,901
+446
+3% +$12.8K 0.4% 101
2017
Q4 		$458K Buy
+15,455
New +$450K 0.44% 88

Other funds holding EWC

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return