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Lumature Wealth Partners’s iShares MSCI Canada ETF EWC Stock Holding History

Lumature Wealth Partners’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
Q4 		– Sell
-129
Closed -$5K – 398
2021
Q3 		$5K Hold
129
– – ﹤0.01% 370
2021
Q2 		$5K Hold
129
– – ﹤0.01% 323
2021
Q1 		$4K Buy
+129
New +$4.23K ﹤0.01% 323

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return

Lumature Wealth Partners's EWC Position: Q4 2021 in Review

Lumature Wealth Partners sold out of iShares MSCI Canada ETF (EWC) in Q4 2021, closing a stake of 129 shares — an estimated $5K sold.

Lumature Wealth Partners first reported a position in EWC in Q1 2021 and held it in 3 quarters. The position peaked at $5K in Q3 2021. 275 funds tracked by Wall St. Rank hold EWC as of Q4 2021.

  • Lumature Wealth Partners reported no remaining iShares MSCI Canada ETF position as of Q4 2021 after selling out during the quarter.
  • Lumature Wealth Partners sold 129 iShares MSCI Canada ETF shares in Q4 2021, an estimated $5K.
  • Lumature Wealth Partners first reported a position in iShares MSCI Canada ETF in Q1 2021 and held it in 3 quarters.
  • Lumature Wealth Partners's iShares MSCI Canada ETF position peaked at $5K in Q3 2021.
  • 275 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q4 2021.

Based on Lumature Wealth Partners's 13F filing for Q4 2021, filed 10 Feb 2022.