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MGWM
Marks Group Wealth Management’s
iShares MSCI Canada ETF
EWC
Stock Holding History
Marks Group Wealth Management’s Portfolio
EWC Stock Details
EWC Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q3
–
Sell
-11,681
Closed
-$394K
–
273
2022
Q2
$394K
Sell
11,681
-9,603
-45%
-$356K
0.06%
222
2022
Q1
$856K
Sell
21,284
-9,705
-31%
-$375K
0.11%
178
2021
Q4
$1.19M
Sell
30,989
-57,634
-65%
-$2.22M
0.15%
152
2021
Q3
$3.22M
Sell
88,623
-35,743
-29%
-$1.33M
0.44%
82
2021
Q2
$4.64M
Sell
124,366
-8,189
-6%
-$300K
0.64%
73
2021
Q1
$4.52M
Sell
132,555
-7,737
-6%
-$254K
0.67%
69
2020
Q4
$4.33M
Buy
140,292
+806
+0.6%
+$23.6K
0.67%
67
2020
Q3
$3.82M
Sell
139,486
-2,453
-2%
-$67.8K
0.69%
67
2020
Q2
$3.68M
Buy
141,939
+2,630
+2%
+$64.3K
0.75%
60
2020
Q1
$3.04M
Sell
139,309
-1,860
-1%
-$50.9K
0.78%
59
2019
Q4
$4.22M
Buy
+141,169
New
+$4.12M
0.83%
51
Other funds holding EWC
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$1.47T AUM
27.86%
1-Year Est. Return
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$1.66T AUM
25.57%
1-Year Est. Return
Bank Julius Baer & Co
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$33.2B AUM
25.01%
1-Year Est. Return
Wells Fargo
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$501B AUM
22.01%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Canada, Ontario, Canada
$116B AUM
26.37%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Asset Management One
Tokyo, Japan
$33.9B AUM
25.88%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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