Peak Financial Advisors’s iShares MSCI Canada ETF EWC Stock Holding History

Peak Financial Advisors’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 Q2	–	Sell	-93,141	Closed	-$3.75M	–	74
2022 Q1	$3.75M	Buy	93,141 +768	+0.8%	+$29.7K	3.21%	7
2021 Q4	$3.55M	Buy	92,373 +7,883	+9%	+$303K	2.74%	9
2021 Q3	$3.07M	Buy	84,490 +7,238	+9%	+$269K	2.7%	10
2021 Q2	$2.88M	Buy	77,252 +17,925	+30%	+$656K	2.48%	10
2021 Q1	$2.02M	Buy	+59,327	New	+$1.94M	1.7%	20

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

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Peak Financial Advisors's EWC Position: Q2 2022 in Review

Peak Financial Advisors sold out of iShares MSCI Canada ETF (EWC) in Q2 2022, closing a stake of 93,141 shares — an estimated $3.75M sold.

Peak Financial Advisors first reported a position in EWC in Q1 2021 and held it in 5 quarters. The position peaked at $3.75M in Q1 2022. 284 funds tracked by Wall St. Rank hold EWC as of Q2 2022.

Peak Financial Advisors reported no remaining iShares MSCI Canada ETF position as of Q2 2022 after selling out during the quarter.
Peak Financial Advisors sold 93,141 iShares MSCI Canada ETF shares in Q2 2022, an estimated $3.75M.
Peak Financial Advisors first reported a position in iShares MSCI Canada ETF in Q1 2021 and held it in 5 quarters.
Peak Financial Advisors's iShares MSCI Canada ETF position peaked at $3.75M in Q1 2022.
284 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q2 2022.

Based on Peak Financial Advisors's 13F filing for Q2 2022, filed 14 Jul 2022.