Next Financial Group’s iShares MSCI Canada ETF EWC Stock Holding History

Next Financial Group’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
2021 Q4	$4K	Buy	+104	New	+$4K	﹤0.01%	2463
2021 Q3	–	Sell	-160	Closed	-$6K	–	2765
2021 Q2	$6K	Hold	160	–	–	﹤0.01%	2139
2021 Q1	$5K	Hold	160	–	–	﹤0.01%	2093
2020 Q4	$5K	Hold	160	–	–	﹤0.01%	1976
2020 Q3	$4K	Buy	+160	New	+$4.42K	﹤0.01%	1900
2020 Q2	–	Sell	-652	Closed	-$14K	–	987
2020 Q1	$14K	Sell	652 -550	-46%	-$15.1K	﹤0.01%	1396
2019 Q4	$36K	Sell	1,202 -91	-7%	-$2.65K	﹤0.01%	1323
2019 Q3	$37K	Buy	1,293 +1	+0.1%	+$28	﹤0.01%	1231
2019 Q2	$37K	Buy	1,292 +238	+23%	+$6.71K	﹤0.01%	1260
2019 Q1	$29K	Sell	1,054 -1,600	-60%	-$43.1K	0.01%	869
2018 Q4	$64K	Sell	2,654 -583	-18%	-$15.4K	0.01%	722
2018 Q3	$93K	Buy	+3,237	New	+$93.3K	0.04%	373
2017 Q1	–	Sell	-594	Closed	-$16K	–	1989
2016 Q4	$16K	Hold	594	–	–	﹤0.01%	1458
2016 Q3	$15K	Buy	+594	New	+$15.1K	﹤0.01%	1477
2015 Q4	–	Sell	-115	Closed	-$2.67K	–	1824
2015 Q3	$2K	Buy	+115	New	+$2.83K	﹤0.01%	1610
2014 Q4	–	Sell	-4,294	Closed	-$132K	–	2016
2014 Q3	$132K	Buy	4,294 +680	+19%	+$21.9K	0.03%	577
2014 Q2	$115K	Buy	+3,614	New	+$111K	0.06%	221

Other funds holding EWC

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return

Next Financial Group's EWC Position: Q4 2021 in Review

Next Financial Group opened a new position in iShares MSCI Canada ETF (EWC) in Q4 2021: 104 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #2463 among its holdings. This is a return to the name: Next Financial Group previously reported a position in EWC as recently as Q2 2021.

Next Financial Group first reported a position in EWC in Q2 2014 and has held it in 17 quarters since. The position peaked at $132K in Q3 2014. 275 funds tracked by Wall St. Rank hold EWC as of Q4 2021.

Next Financial Group held 104 shares of iShares MSCI Canada ETF worth $4K as of Q4 2021.
iShares MSCI Canada ETF was a new Next Financial Group position in Q4 2021.
iShares MSCI Canada ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2463 holding.
Next Financial Group first reported a position in iShares MSCI Canada ETF in Q2 2014 and has held it in 17 quarters since.
Next Financial Group's iShares MSCI Canada ETF position peaked at $132K in Q3 2014.
275 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.