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Naples Money Management’s iShares MSCI Canada ETF EWC Stock Holding History

Naples Money 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
2024
Q3 		– Sell
-26
Closed -$960 – 400
2024
Q2 		$960 Hold
26
– – ﹤0.01% 350
2024
Q1 		$995 Hold
26
– – ﹤0.01% 357
2023
Q4 		$954 Buy
+26
New +$886 ﹤0.01% 372

Other funds holding EWC

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Naples Money Management's EWC Position: Q3 2024 in Review

Naples Money Management sold out of iShares MSCI Canada ETF (EWC) in Q3 2024, closing a stake of 26 shares — an estimated $960 sold.

Naples Money Management first reported a position in EWC in Q4 2023 and held it in 3 quarters. The position peaked at $995 in Q1 2024. 277 funds tracked by Wall St. Rank hold EWC as of Q3 2024.

  • Naples Money Management reported no remaining iShares MSCI Canada ETF position as of Q3 2024 after selling out during the quarter.
  • Naples Money Management sold 26 iShares MSCI Canada ETF shares in Q3 2024, an estimated $960.
  • Naples Money Management first reported a position in iShares MSCI Canada ETF in Q4 2023 and held it in 3 quarters.
  • Naples Money Management's iShares MSCI Canada ETF position peaked at $995 in Q1 2024.
  • 277 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.