PFS Investments’s iShares MSCI Canada ETF EWC Stock Holding History

PFS Investments’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 Q2	$10.6M	Buy	303,590 +123,059	+68%	+$4.26M	0.17%	126
2023 Q1	$6.23M	Sell	180,531 -5,229	-3%	-$179K	0.11%	171
2022 Q4	$6.08M	Sell	185,760 -28,643	-13%	-$949K	0.11%	168
2022 Q3	$6.59M	Buy	214,403 +2,952	+1%	+$100K	0.12%	144
2022 Q2	$7.12M	Buy	211,451 +3,163	+2%	+$117K	0.14%	142
2022 Q1	$8.38M	Buy	+208,288	New	+$8.05M	0.16%	133

Other funds holding EWC

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

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

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

PFS Investments's EWC Position: Q2 2023 in Review

PFS Investments increased its iShares MSCI Canada ETF (EWC) stake by 68% in Q2 2023, buying an estimated $4.26M and bringing the position to 303,590 shares worth $10.6M. The position accounts for 0.17% of the portfolio, ranked #126.

PFS Investments first reported a position in EWC in Q1 2022 and has held it in 6 quarters since. 264 funds tracked by Wall St. Rank hold EWC as of Q2 2023.

PFS Investments held 303,590 shares of iShares MSCI Canada ETF worth $10.6M as of Q2 2023.
PFS Investments bought 123,059 iShares MSCI Canada ETF shares in Q2 2023, an estimated $4.26M.
iShares MSCI Canada ETF made up 0.17% of PFS Investments's portfolio in Q2 2023, its #126 holding.
PFS Investments first reported a position in iShares MSCI Canada ETF in Q1 2022 and has held it in 6 quarters since.
264 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.