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MSI Financial Services’s iShares MSCI Canada ETF EWC Stock Holding History

MSI Financial Services’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
2016
Q4 		$545K Buy
20,831
+6,771
+48% +$175K 0.02% 660
2016
Q3 		$361K Sell
14,060
-4,694
-25% -$119K 0.01% 803
2016
Q2 		$460K Buy
18,754
+6,185
+49% +$151K 0.02% 677
2016
Q1 		$298K Sell
12,569
-6,712
-35% -$144K 0.01% 800
2015
Q4 		$415K Buy
19,281
+14,820
+332% +$344K 0.02% 628
2015
Q3 		$103K Sell
4,461
-493
-10% -$12.1K 0.01% 910
2015
Q2 		$132K Sell
4,954
-4,061
-45% -$115K 0.01% 879
2015
Q1 		$245K Buy
9,015
+966
+12% +$26.5K 0.02% 664
2014
Q4 		$232K Sell
8,049
-573
-7% -$16.9K 0.03% 545
2014
Q3 		$265K Buy
8,622
+328
+4% +$10.6K 0.03% 502
2014
Q2 		$267K Buy
8,294
+178
+2% +$5.46K 0.04% 489
2014
Q1 		$240K Sell
8,116
-685
-8% -$19.7K 0.03% 475
2013
Q4 		$257K Buy
8,801
+40
+0.5% +$1.16K 0.04% 427
2013
Q3 		$248K Sell
8,761
-928
-10% -$25.7K 0.04% 390
2013
Q2 		$253K Buy
+9,689
New +$267K 0.05% 350

Other funds holding EWC

Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
ZIG
Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MSI Financial Services's EWC Position: Q4 2016 in Review

MSI Financial Services increased its iShares MSCI Canada ETF (EWC) stake by 48% in Q4 2016, buying an estimated $175K and bringing the position to 20,831 shares worth $545K. The position accounts for 0.02% of the portfolio, ranked #660.

MSI Financial Services first reported a position in EWC in Q2 2013 and has held it in 15 quarters since. 250 funds tracked by Wall St. Rank hold EWC as of Q4 2016.

  • MSI Financial Services held 20,831 shares of iShares MSCI Canada ETF worth $545K as of Q4 2016.
  • MSI Financial Services bought 6,771 iShares MSCI Canada ETF shares in Q4 2016, an estimated $175K.
  • iShares MSCI Canada ETF made up 0.02% of MSI Financial Services's portfolio in Q4 2016, its #660 holding.
  • MSI Financial Services first reported a position in iShares MSCI Canada ETF in Q2 2013 and has held it in 15 quarters since.
  • 250 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.