Luther King Capital Management (LKCM)
EWC icon

Luther King Capital Management (LKCM)’s iShares MSCI Canada ETF EWC Stock Holding History

Luther King Capital Management (LKCM)’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
2022
Q4 		– Hold
0
– – – 506
2022
Q3 		– Hold
0
– – – 125
2022
Q2 		– Hold
0
– – – 125
2022
Q1 		– Hold
0
– – – 131
2019
Q2 		– Hold
0
– – – 491
2019
Q1 		– Hold
0
– – – 488
2018
Q4 		– Hold
0
– – – 491
2018
Q3 		– Sell
-9,641
Closed -$278K – 486
2018
Q2 		$275K Buy
+9,641
New +$274K ﹤0.01% 469
2015
Q3 		– Sell
-23,698
Closed -$632K – 543
2015
Q2 		$632K Buy
23,698
+45
+0.2% +$1.27K 0.01% 409
2015
Q1 		$643K Sell
23,653
-268,330
-92% -$7.36M 0.01% 404
2014
Q4 		$8.43M Buy
291,983
+12,453
+4% +$367K 0.07% 238
2014
Q3 		$8.58M Buy
279,530
+14,355
+5% +$462K 0.07% 244
2014
Q2 		$8.54M Buy
265,175
+25,069
+10% +$768K 0.07% 245
2014
Q1 		$7.09M Hold
240,106
– – 0.06% 260
2013
Q4 		$7M Buy
240,106
+5,766
+2% +$167K 0.06% 270
2013
Q3 		$6.63M Buy
234,340
+39,940
+21% +$1.11M 0.06% 268
2013
Q2 		$5.08M Buy
+194,400
New +$5.36M 0.05% 274

Other funds holding EWC

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Luther King Capital Management (LKCM)'s EWC Position: Q4 2022 in Review

Luther King Capital Management (LKCM) held its iShares MSCI Canada ETF (EWC) position steady in Q4 2022 at 0 shares worth $322K. The position accounts for ﹤0.01% of the portfolio, ranked #506.

Luther King Capital Management (LKCM) first reported a position in EWC in Q2 2013 and has held it in 10 quarters since. The position peaked at $8.58M in Q3 2014. 283 funds tracked by Wall St. Rank hold EWC as of Q4 2022.

  • Luther King Capital Management (LKCM) held 0 shares of iShares MSCI Canada ETF worth $322K as of Q4 2022.
  • Luther King Capital Management (LKCM) left its iShares MSCI Canada ETF share count unchanged in Q4 2022.
  • iShares MSCI Canada ETF made up ﹤0.01% of Luther King Capital Management (LKCM)'s portfolio in Q4 2022, its #506 holding.
  • Luther King Capital Management (LKCM) first reported a position in iShares MSCI Canada ETF in Q2 2013 and has held it in 10 quarters since.
  • Luther King Capital Management (LKCM)'s iShares MSCI Canada ETF position peaked at $8.58M in Q3 2014.
  • 283 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q4 2022.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q4 2022, filed 13 Feb 2023.