Pathstone Family Office’s iShares MSCI Canada ETF EWC Stock Holding History

Pathstone Family Office’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
2023 Q3	$231K	Buy	+6,903	New	+$239K	﹤0.01%	1427
2016 Q4	–	Sell	-750	Closed	-$19K	–	132
2016 Q3	$19K	Hold	750	–	–	0.02%	97
2016 Q2	$18K	Sell	750 -158	-17%	-$3.87K	0.02%	95
2016 Q1	$22K	Buy	+908	New	+$19.5K	0.04%	72
2013 Q4	–	Sell	-1,572	Closed	-$44K	–	253
2013 Q3	$44K	Sell	1,572 -552	-26%	-$15.3K	0.19%	80
2013 Q2	$56K	Buy	+2,124	New	+$58.5K	0.07%	94

Other funds holding EWC

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 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

Bank of America

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

Asset Management One

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

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

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return