LifePlan Financial Group’s iShares MSCI Canada ETF EWC Stock Holding History

LifePlan Financial Group’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
2020 Q3	$10K	Hold	355	–	–	﹤0.01%	406
2020 Q2	$9K	Hold	355	–	–	﹤0.01%	418
2020 Q1	$8K	Hold	355	–	–	﹤0.01%	411
2019 Q4	$11K	Hold	355	–	–	﹤0.01%	404
2019 Q3	$10K	Hold	355	–	–	﹤0.01%	409
2019 Q2	$10K	Hold	355	–	–	﹤0.01%	401
2019 Q1	$10K	Buy	+355	New	+$9.57K	0.01%	404

Other funds holding EWC

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

LifePlan Financial Group's EWC Position: Q3 2020 in Review

LifePlan Financial Group held its iShares MSCI Canada ETF (EWC) position steady in Q3 2020 at 355 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #406.

LifePlan Financial Group first reported a position in EWC in Q1 2019 and has held it in 7 quarters since. The position peaked at $11K in Q4 2019. 223 funds tracked by Wall St. Rank hold EWC as of Q3 2020.

LifePlan Financial Group held 355 shares of iShares MSCI Canada ETF worth $10K as of Q3 2020.
LifePlan Financial Group left its iShares MSCI Canada ETF share count unchanged in Q3 2020.
iShares MSCI Canada ETF made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #406 holding.
LifePlan Financial Group first reported a position in iShares MSCI Canada ETF in Q1 2019 and has held it in 7 quarters since.
LifePlan Financial Group's iShares MSCI Canada ETF position peaked at $11K in Q4 2019.
223 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.