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Laffer Tengler Investments’s iShares MSCI Canada ETF EWC Stock Holding History

Laffer Tengler Investments’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
2024
Q2 		– Sell
-5,356
Closed -$205K – 402
2024
Q1 		$205K Buy
5,356
+782
+17% +$28.8K 0.05% 147
2023
Q4 		$168K Buy
4,574
+741
+19% +$25.3K 0.04% 155
2023
Q3 		$128K Buy
3,833
+2,725
+246% +$94.4K 0.04% 166
2023
Q2 		$38.8K Hold
1,108
– – 0.01% 324
2023
Q1 		$37.9K Hold
1,108
– – 0.01% 337
2022
Q4 		$36.3K Buy
1,108
+323
+41% +$10.7K 0.01% 333
2022
Q3 		$24.1K Sell
785
-98
-11% -$3.33K 0.01% 306
2022
Q2 		$29.7K Hold
883
– – 0.01% 294
2022
Q1 		$35.5K Hold
883
– – 0.01% 299
2021
Q4 		$33.9K Hold
883
– – 0.01% 300
2021
Q3 		$32.1K Hold
883
– – 0.01% 375
2021
Q2 		$32.9K Hold
883
– – 0.01% 274
2021
Q1 		$30.1K Sell
883
-6,742
-88% -$221K 0.01% 307
2020
Q4 		$237K Hold
7,625
– – 0.1% 138
2020
Q3 		$209K Hold
7,625
– – 0.1% 136
2020
Q2 		$197K Buy
+7,625
New +$186K 0.11% 126
2015
Q3 		– Sell
-185,376
Closed -$4.94M – 226
2015
Q2 		$4.94M Buy
185,376
+324
+0.2% +$9.16K 1.2% 10
2015
Q1 		$5.03M Buy
+185,052
New +$5.08M 0.7% 35
2014
Q4 		– Sell
-183,990
Closed -$5.41M – 34
2014
Q3 		$5.65M Sell
183,990
-494
-0.3% -$15.9K 0.84% 30
2014
Q2 		$5.94M Buy
184,484
+2,977
+2% +$91.3K 0.92% 27
2014
Q1 		$5.36M Sell
181,507
-58
-0% -$1.67K 0.86% 30
2013
Q4 		$5.29M Buy
+181,565
New +$5.25M 0.88% 33
2013
Q3 		– Sell
-175,486
Closed -$4.86M – 30
2013
Q2 		$4.59M Buy
+175,486
New +$4.83M 0.9% 36

Other funds holding EWC

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Laffer Tengler Investments's EWC Position: Q2 2024 in Review

Laffer Tengler Investments sold out of iShares MSCI Canada ETF (EWC) in Q2 2024, closing a stake of 5,356 shares — an estimated $205K sold.

Laffer Tengler Investments first reported a position in EWC in Q2 2013 and held it in 23 quarters. The position peaked at $5.94M in Q2 2014. 272 funds tracked by Wall St. Rank hold EWC as of Q2 2024.

  • Laffer Tengler Investments reported no remaining iShares MSCI Canada ETF position as of Q2 2024 after selling out during the quarter.
  • Laffer Tengler Investments sold 5,356 iShares MSCI Canada ETF shares in Q2 2024, an estimated $205K.
  • Laffer Tengler Investments first reported a position in iShares MSCI Canada ETF in Q2 2013 and held it in 23 quarters.
  • Laffer Tengler Investments's iShares MSCI Canada ETF position peaked at $5.94M in Q2 2014.
  • 272 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q2 2024.

Based on Laffer Tengler Investments's 13F filing for Q2 2024, filed 14 Aug 2024.