Mosaic Family Wealth’s iShares MSCI Canada ETF EWC Stock Holding History

Mosaic Family Wealth’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
2017 Q4	–	Sell	-150	Closed	-$4K	–	748
2017 Q3	$4K	Buy	+150	New	+$4.17K	﹤0.01%	740

Other funds holding EWC

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Mosaic Family Wealth's EWC Position: Q4 2017 in Review

Mosaic Family Wealth sold out of iShares MSCI Canada ETF (EWC) in Q4 2017, closing a stake of 150 shares — an estimated $4K sold.

Mosaic Family Wealth first reported a position in EWC in Q3 2017 and held it in 1 quarter. The position peaked at $4K in Q3 2017. 248 funds tracked by Wall St. Rank hold EWC as of Q4 2017.

Mosaic Family Wealth reported no remaining iShares MSCI Canada ETF position as of Q4 2017 after selling out during the quarter.
Mosaic Family Wealth sold 150 iShares MSCI Canada ETF shares in Q4 2017, an estimated $4K.
Mosaic Family Wealth first reported a position in iShares MSCI Canada ETF in Q3 2017 and held it in 1 quarter.
Mosaic Family Wealth's iShares MSCI Canada ETF position peaked at $4K in Q3 2017.
248 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.