MSWA
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Marshall & Sterling Wealth Advisors’s iShares MSCI Canada ETF EWC Stock Holding History

Marshall & Sterling Wealth Advisors’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
2025
Q4 		– Sell
-98
Closed -$4.95K – 438
2025
Q3 		$4.95K Buy
+98
New +$4.7K ﹤0.01% 505

Other funds holding EWC

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's EWC Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of iShares MSCI Canada ETF (EWC) in Q4 2025, closing a stake of 98 shares — an estimated $4.95K sold.

Marshall & Sterling Wealth Advisors first reported a position in EWC in Q3 2025 and held it in 1 quarter. The position peaked at $4.95K in Q3 2025. 344 funds tracked by Wall St. Rank hold EWC as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining iShares MSCI Canada ETF position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 98 iShares MSCI Canada ETF shares in Q4 2025, an estimated $4.95K.
  • Marshall & Sterling Wealth Advisors first reported a position in iShares MSCI Canada ETF in Q3 2025 and held it in 1 quarter.
  • Marshall & Sterling Wealth Advisors's iShares MSCI Canada ETF position peaked at $4.95K in Q3 2025.
  • 344 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.