Kore Private Wealth’s iShares MSCI Canada ETF EWC Stock Holding History

Kore Private Wealth’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
2022 Q2	–	Sell	-5,123	Closed	-$206K	–	322
2022 Q1	$206K	Buy	+5,123	New	+$198K	0.03%	296
2021 Q4	–	Sell	-25,139	Closed	-$913K	–	358
2021 Q3	$913K	Sell	25,139 -4,699	-16%	-$174K	0.1%	159
2021 Q2	$1.11M	Buy	29,838 +11,002	+58%	+$403K	0.12%	129
2021 Q1	$641K	Buy	18,836 +9,425	+100%	+$309K	0.09%	164
2020 Q4	$290K	Buy	9,411 +1,630	+21%	+$47.8K	0.04%	241
2020 Q3	$213K	Buy	7,781 +4,033	+108%	+$111K	0.04%	240
2020 Q2	$96K	Buy	+3,748	New	+$91.6K	0.02%	339
2019 Q1	–	Sell	-1,548	Closed	-$37K	–	919
2018 Q4	$37K	Buy	+1,548	New	+$40.8K	0.01%	412

Other funds holding EWC

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kore Private Wealth's EWC Position: Q2 2022 in Review

Kore Private Wealth sold out of iShares MSCI Canada ETF (EWC) in Q2 2022, closing a stake of 5,123 shares — an estimated $206K sold.

Kore Private Wealth first reported a position in EWC in Q4 2018 and held it in 8 quarters. The position peaked at $1.11M in Q2 2021. 284 funds tracked by Wall St. Rank hold EWC as of Q2 2022.

Kore Private Wealth reported no remaining iShares MSCI Canada ETF position as of Q2 2022 after selling out during the quarter.
Kore Private Wealth sold 5,123 iShares MSCI Canada ETF shares in Q2 2022, an estimated $206K.
Kore Private Wealth first reported a position in iShares MSCI Canada ETF in Q4 2018 and held it in 8 quarters.
Kore Private Wealth's iShares MSCI Canada ETF position peaked at $1.11M in Q2 2021.
284 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q2 2022.

Based on Kore Private Wealth's 13F filing for Q2 2022, filed 15 Aug 2022.