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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Marks Group Wealth Management's EWC Position: Q3 2022 in Review

Marks Group Wealth Management sold out of iShares MSCI Canada ETF (EWC) in Q3 2022, closing a stake of 11,681 shares — an estimated $394K sold.

Marks Group Wealth Management first reported a position in EWC in Q4 2019 and held it in 11 quarters. The position peaked at $4.64M in Q2 2021. 277 funds tracked by Wall St. Rank hold EWC as of Q3 2022.

Marks Group Wealth Management reported no remaining iShares MSCI Canada ETF position as of Q3 2022 after selling out during the quarter.
Marks Group Wealth Management sold 11,681 iShares MSCI Canada ETF shares in Q3 2022, an estimated $394K.
Marks Group Wealth Management first reported a position in iShares MSCI Canada ETF in Q4 2019 and held it in 11 quarters.
Marks Group Wealth Management's iShares MSCI Canada ETF position peaked at $4.64M in Q2 2021.
277 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q3 2022.

Based on Marks Group Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.