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 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

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

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

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

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

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

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

LMGAM

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

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

KCS Wealth Advisory's EWC Position: Q1 2020 in Review

KCS Wealth Advisory sold out of iShares MSCI Canada ETF (EWC) in Q1 2020, closing a stake of 18,148 shares — an estimated $542K sold.

KCS Wealth Advisory first reported a position in EWC in Q4 2017 and held it in 9 quarters. The position peaked at $542K in Q4 2019. 217 funds tracked by Wall St. Rank hold EWC as of Q1 2020.

KCS Wealth Advisory reported no remaining iShares MSCI Canada ETF position as of Q1 2020 after selling out during the quarter.
KCS Wealth Advisory sold 18,148 iShares MSCI Canada ETF shares in Q1 2020, an estimated $542K.
KCS Wealth Advisory first reported a position in iShares MSCI Canada ETF in Q4 2017 and held it in 9 quarters.
KCS Wealth Advisory's iShares MSCI Canada ETF position peaked at $542K in Q4 2019.
217 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q1 2020.

Based on KCS Wealth Advisory's 13F filing for Q1 2020, filed 28 Apr 2020.