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Legacy Financial Advisors’s iShares MSCI Canada ETF EWC Stock Holding History

Legacy Financial Advisors’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
2019
Q2 		– Sell
-4,986
Closed -$138K – 370
2019
Q1 		$138K Sell
4,986
-1,420
-22% -$38.3K 0.05% 132
2018
Q4 		$153K Buy
6,406
+1,002
+19% +$26.4K 0.06% 113
2018
Q3 		$155K Hold
5,404
– – 0.06% 125
2018
Q2 		$157K Buy
5,404
+5,388
+33,675% +$153K 0.06% 120
2018
Q1 		$0 Sell
16
-7,850
-100% -$225K ﹤0.01% 847
2017
Q4 		$233K Buy
+7,866
New +$229K 0.1% 99

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
ZIG
Zurich Insurance Group Zurich, Switzerland $14.4B AUM 63.77% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 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
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Legacy Financial Advisors's EWC Position: Q2 2019 in Review

Legacy Financial Advisors sold out of iShares MSCI Canada ETF (EWC) in Q2 2019, closing a stake of 4,986 shares — an estimated $138K sold.

Legacy Financial Advisors first reported a position in EWC in Q4 2017 and held it in 6 quarters. The position peaked at $233K in Q4 2017. 229 funds tracked by Wall St. Rank hold EWC as of Q2 2019.

  • Legacy Financial Advisors reported no remaining iShares MSCI Canada ETF position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 4,986 iShares MSCI Canada ETF shares in Q2 2019, an estimated $138K.
  • Legacy Financial Advisors first reported a position in iShares MSCI Canada ETF in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's iShares MSCI Canada ETF position peaked at $233K in Q4 2017.
  • 229 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.