Kovitz Investment Group Partners’s iShares MSCI Canada ETF EWC Stock Holding History

Kovitz Investment Group Partners’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
2026 Q2	$12.5M	Sell	216,907 -3,156	-1%	-$183K	0.28%	88
2026 Q1	$12.1M	Sell	220,063 -2,009	-0.9%	-$112K	0.28%	89
2025 Q4	$12M	Sell	222,072 -134,039	-38%	-$6.93M	0.27%	84
2025 Q3	$18M	Buy	356,111 +5,084	+1%	+$244K	0.07%	232
2025 Q2	$16.2M	Buy	+351,027	New	+$15.2M	0.07%	230
2025 Q1	–	Sell	-8,400	Closed	-$339K	–	1265
2024 Q4	$339K	Sell	8,400 -275	-3%	-$11.5K	﹤0.01%	1009
2024 Q3	$360K	Buy	+8,675	New	+$340K	﹤0.01%	826

Other funds holding EWC

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return

Kovitz Investment Group Partners's EWC Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its iShares MSCI Canada ETF (EWC) stake by 1.4% in Q2 2026, selling an estimated $183K and leaving 216,907 shares worth $12.5M. The position accounts for 0.28% of the portfolio, ranked #88.

Kovitz Investment Group Partners first reported a position in EWC in Q3 2024 and has held it in 7 quarters since. The position peaked at $18M in Q3 2025. 390 funds tracked by Wall St. Rank hold EWC as of Q2 2026.

Kovitz Investment Group Partners held 216,907 shares of iShares MSCI Canada ETF worth $12.5M as of Q2 2026.
Kovitz Investment Group Partners sold 3,156 iShares MSCI Canada ETF shares in Q2 2026, an estimated $183K.
iShares MSCI Canada ETF made up 0.28% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #88 holding.
Kovitz Investment Group Partners first reported a position in iShares MSCI Canada ETF in Q3 2024 and has held it in 7 quarters since.
Kovitz Investment Group Partners's iShares MSCI Canada ETF position peaked at $18M in Q3 2025.
390 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.