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Pathway Financial Advisers’s iShares MSCI Canada ETF EWC Stock Holding History

Pathway Financial Advisers’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
Q1 		– Sell
-429
Closed -$14K – 515
2022
Q4 		$14K Buy
+429
New +$14.2K 0.01% 371

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 of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Pathway Financial Advisers's EWC Position: Q1 2023 in Review

Pathway Financial Advisers sold out of iShares MSCI Canada ETF (EWC) in Q1 2023, closing a stake of 429 shares — an estimated $14K sold.

Pathway Financial Advisers first reported a position in EWC in Q4 2022 and held it in 1 quarter. The position peaked at $14K in Q4 2022. 272 funds tracked by Wall St. Rank hold EWC as of Q1 2023.

  • Pathway Financial Advisers reported no remaining iShares MSCI Canada ETF position as of Q1 2023 after selling out during the quarter.
  • Pathway Financial Advisers sold 429 iShares MSCI Canada ETF shares in Q1 2023, an estimated $14K.
  • Pathway Financial Advisers first reported a position in iShares MSCI Canada ETF in Q4 2022 and held it in 1 quarter.
  • Pathway Financial Advisers's iShares MSCI Canada ETF position peaked at $14K in Q4 2022.
  • 272 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q1 2023.

Based on Pathway Financial Advisers's 13F filing for Q1 2023, filed 19 Jul 2024.