LFA
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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 – 371
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 $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ZIG
Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return