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Liberty Wealth Management’s iShares MSCI Canada ETF EWC Stock Holding History

Liberty Wealth Management’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
2021
Q3 		– Sell
-33
Closed -$1K – 1187
2021
Q2 		$1K Buy
+33
New +$1.21K ﹤0.01% 986

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Liberty Wealth Management's EWC Position: Q3 2021 in Review

Liberty Wealth Management sold out of iShares MSCI Canada ETF (EWC) in Q3 2021, closing a stake of 33 shares — an estimated $1K sold.

Liberty Wealth Management first reported a position in EWC in Q2 2021 and held it in 1 quarter. The position peaked at $1K in Q2 2021. 262 funds tracked by Wall St. Rank hold EWC as of Q3 2021.

  • Liberty Wealth Management reported no remaining iShares MSCI Canada ETF position as of Q3 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 33 iShares MSCI Canada ETF shares in Q3 2021, an estimated $1K.
  • Liberty Wealth Management first reported a position in iShares MSCI Canada ETF in Q2 2021 and held it in 1 quarter.
  • Liberty Wealth Management's iShares MSCI Canada ETF position peaked at $1K in Q2 2021.
  • 262 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q3 2021.

Based on Liberty Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.