KJWM
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Kiley Juergens Wealth Management’s iShares MSCI Canada ETF EWC Stock Holding History

Kiley Juergens Wealth Management’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
2018
Q4 		– Sell
-246
Closed -$7K – 231
2018
Q3 		$7K Hold
246
– – 0.01% 502
2018
Q2 		$7K Buy
+246
New +$7K 0.01% 457
2018
Q1 		– Sell
-246
Closed -$7K – 249
2017
Q4 		$7K Buy
+246
New +$7.16K 0.01% 505

Other funds holding EWC

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AssetMark Inc
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Kiley Juergens Wealth Management's EWC Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of iShares MSCI Canada ETF (EWC) in Q4 2018, closing a stake of 246 shares — an estimated $7K sold.

Kiley Juergens Wealth Management first reported a position in EWC in Q4 2017 and held it in 3 quarters. The position peaked at $7K in Q3 2018. 232 funds tracked by Wall St. Rank hold EWC as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining iShares MSCI Canada ETF position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 246 iShares MSCI Canada ETF shares in Q4 2018, an estimated $7K.
  • Kiley Juergens Wealth Management first reported a position in iShares MSCI Canada ETF in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's iShares MSCI Canada ETF position peaked at $7K in Q3 2018.
  • 232 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.