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Orion Portfolio Solutions’s iShares MSCI Canada ETF EWC Stock Holding History

Orion Portfolio Solutions’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
2022
Q4 		– Sell
-13,891
Closed -$427K – 801
2022
Q3 		$427K Buy
13,891
+60
+0.4% +$2.04K 0.02% 467
2022
Q2 		$466K Buy
13,831
+1,256
+10% +$46.5K 0.02% 417
2022
Q1 		$506K Sell
12,575
-70
-0.6% -$2.7K 0.02% 421
2021
Q4 		$486K Buy
12,645
+933
+8% +$35.9K 0.02% 432
2021
Q3 		$425K Sell
11,712
-113
-1% -$4.19K 0.02% 425
2021
Q2 		$441K Sell
11,825
-517
-4% -$18.9K 0.02% 393
2021
Q1 		$420K Buy
12,342
+136
+1% +$4.46K 0.02% 356
2020
Q4 		$376K Sell
12,206
-836
-6% -$24.5K 0.02% 346
2020
Q3 		$357K Sell
13,042
-7,073
-35% -$195K 0.02% 315
2020
Q2 		$521K Buy
20,115
+19,290
+2,338% +$472K 0.03% 235
2020
Q1 		$18K Sell
825
-26,043
-97% -$713K ﹤0.01% 867
2019
Q4 		$803K Buy
+26,868
New +$784K 0.06% 157

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
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Orion Portfolio Solutions's EWC Position: Q4 2022 in Review

Orion Portfolio Solutions sold out of iShares MSCI Canada ETF (EWC) in Q4 2022, closing a stake of 13,891 shares — an estimated $427K sold.

Orion Portfolio Solutions first reported a position in EWC in Q4 2019 and held it in 12 quarters. The position peaked at $803K in Q4 2019. 283 funds tracked by Wall St. Rank hold EWC as of Q4 2022.

  • Orion Portfolio Solutions reported no remaining iShares MSCI Canada ETF position as of Q4 2022 after selling out during the quarter.
  • Orion Portfolio Solutions sold 13,891 iShares MSCI Canada ETF shares in Q4 2022, an estimated $427K.
  • Orion Portfolio Solutions first reported a position in iShares MSCI Canada ETF in Q4 2019 and held it in 12 quarters.
  • Orion Portfolio Solutions's iShares MSCI Canada ETF position peaked at $803K in Q4 2019.
  • 283 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q4 2022.

Based on Orion Portfolio Solutions's 13F filing for Q4 2022, filed 8 Feb 2023.