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Mowery & Schoenfeld Wealth Management’s iShares MSCI Canada ETF EWC Stock Holding History

Mowery & Schoenfeld 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
2025
Q2 		– Sell
-72
Closed -$2.93K – 411
2025
Q1 		$2.93K Buy
+72
New +$2.95K 0.01% 367

Other funds holding EWC

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
TC
Trium Capital London, United Kingdom $163M AUM 45.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's EWC Position: Q2 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of iShares MSCI Canada ETF (EWC) in Q2 2025, closing a stake of 72 shares — an estimated $2.93K sold.

Mowery & Schoenfeld Wealth Management first reported a position in EWC in Q1 2025 and held it in 1 quarter. The position peaked at $2.93K in Q1 2025. 298 funds tracked by Wall St. Rank hold EWC as of Q2 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining iShares MSCI Canada ETF position as of Q2 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 72 iShares MSCI Canada ETF shares in Q2 2025, an estimated $2.93K.
  • Mowery & Schoenfeld Wealth Management first reported a position in iShares MSCI Canada ETF in Q1 2025 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's iShares MSCI Canada ETF position peaked at $2.93K in Q1 2025.
  • 298 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q2 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.