MI
EWC icon

Mercer Investments’s iShares MSCI Canada ETF EWC Stock Holding History

Mercer Investments’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
2013
Q4 		$9.37M Sell
321,400
-75,992
-19% -$2.2M 45.06% 1
2013
Q3 		$11.3M Buy
397,392
+119,888
+43% +$3.32M 25.5% 2
2013
Q2 		$7.26M Buy
+277,504
New +$7.65M 14.45% 2

Other funds holding EWC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
QI
Qualcomm Inc San Diego, California $32.1M AUM 5.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Mercer Investments's EWC Position: Q4 2013 in Review

Mercer Investments reduced its iShares MSCI Canada ETF (EWC) stake by 19% in Q4 2013, selling an estimated $2.2M and leaving 321,400 shares worth $9.37M. The position accounts for 45.06% of the portfolio, ranked #1.

Mercer Investments first reported a position in EWC in Q2 2013 and has held it in 3 quarters since. The position peaked at $11.3M in Q3 2013. 265 funds tracked by Wall St. Rank hold EWC as of Q4 2013.

  • Mercer Investments held 321,400 shares of iShares MSCI Canada ETF worth $9.37M as of Q4 2013.
  • Mercer Investments sold 75,992 iShares MSCI Canada ETF shares in Q4 2013, an estimated $2.2M.
  • iShares MSCI Canada ETF made up 45.06% of Mercer Investments's portfolio in Q4 2013, its #1 holding.
  • Mercer Investments first reported a position in iShares MSCI Canada ETF in Q2 2013 and has held it in 3 quarters since.
  • Mercer Investments's iShares MSCI Canada ETF position peaked at $11.3M in Q3 2013.
  • 265 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q4 2013.

Based on Mercer Investments's 13F filing for Q4 2013, filed 13 Feb 2014.