O'Shaughnessy Asset Management’s iShares MSCI Canada ETF EWC Stock Holding History

O'Shaughnessy Asset 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
2026 Q2	$193K	Sell	3,345 -548	-14%	-$31.7K	﹤0.01%	2042
2026 Q1	$213K	Buy	3,893 +497	+15%	+$27.6K	﹤0.01%	1957
2025 Q4	$183K	Buy	3,396 +170	+5%	+$8.79K	﹤0.01%	2009
2025 Q3	$163K	Buy	3,226 +80	+3%	+$3.83K	﹤0.01%	1993
2025 Q2	$145K	Buy	3,146 +28	+0.9%	+$1.21K	﹤0.01%	1890
2025 Q1	$127K	Sell	3,118 -316	-9%	-$13K	﹤0.01%	1856
2024 Q4	$138K	Sell	3,434 -16	-0.5%	-$667	﹤0.01%	1812
2024 Q3	$144K	Buy	3,450 +78	+2%	+$3.06K	﹤0.01%	1744
2024 Q2	$125K	Buy	3,372 +568	+20%	+$21.4K	﹤0.01%	1616
2024 Q1	$107K	Hold	2,804	–	–	﹤0.01%	1590
2023 Q4	$103K	Hold	2,804	–	–	﹤0.01%	1492
2023 Q3	$93.8K	Hold	2,804	–	–	﹤0.01%	1394
2023 Q2	$98.1K	Buy	2,804 +675	+32%	+$23.4K	﹤0.01%	1294
2023 Q1	$72.8K	Hold	2,129	–	–	﹤0.01%	1318
2022 Q4	$69.7K	Hold	2,129	–	–	﹤0.01%	1235
2022 Q3	$65K	Buy	+2,129	New	+$72.4K	﹤0.01%	1202
2020 Q1	–	Sell	-141	Closed	-$4K	–	1435
2019 Q4	$4K	Buy	+141	New	+$4.11K	﹤0.01%	1499

Other funds holding EWC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return

O'Shaughnessy Asset Management's EWC Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its iShares MSCI Canada ETF (EWC) stake by 14% in Q2 2026, selling an estimated $31.7K and leaving 3,345 shares worth $193K. The position accounts for ﹤0.01% of the portfolio, ranked #2042.

O'Shaughnessy Asset Management first reported a position in EWC in Q4 2019 and has held it in 17 quarters since. The position peaked at $213K in Q1 2026. 390 funds tracked by Wall St. Rank hold EWC as of Q2 2026.

O'Shaughnessy Asset Management held 3,345 shares of iShares MSCI Canada ETF worth $193K as of Q2 2026.
O'Shaughnessy Asset Management sold 548 iShares MSCI Canada ETF shares in Q2 2026, an estimated $31.7K.
iShares MSCI Canada ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #2042 holding.
O'Shaughnessy Asset Management first reported a position in iShares MSCI Canada ETF in Q4 2019 and has held it in 17 quarters since.
O'Shaughnessy Asset Management's iShares MSCI Canada ETF position peaked at $213K in Q1 2026.
390 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.