Phillips Financial Management’s iShares MSCI Canada ETF EWC Stock Holding History

Phillips Financial 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 Q1	–	Sell	-650	Closed	-$35.1K	–	294
2025 Q4	$35.1K	Hold	650	–	–	﹤0.01%	257
2025 Q3	$32.9K	Hold	650	–	–	﹤0.01%	263
2025 Q2	$30K	Hold	650	–	–	﹤0.01%	236
2025 Q1	$26.5K	Hold	650	–	–	﹤0.01%	230
2024 Q4	$26.2K	Hold	650	–	–	﹤0.01%	223
2024 Q3	$27K	Hold	650	–	–	﹤0.01%	235
2024 Q2	$24.1K	Hold	650	–	–	﹤0.01%	234
2024 Q1	$24.9K	Hold	650	–	–	﹤0.01%	222
2023 Q4	$23.8K	Hold	650	–	–	﹤0.01%	209
2023 Q3	$21.7K	Hold	650	–	–	﹤0.01%	209
2023 Q2	$22.7K	Hold	650	–	–	﹤0.01%	205
2023 Q1	$22.2K	Hold	650	–	–	﹤0.01%	210
2022 Q4	$21.3K	Hold	650	–	–	﹤0.01%	199
2022 Q3	$20K	Buy	+650	New	+$22.1K	﹤0.01%	190

Other funds holding EWC

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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

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

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

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

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

Phillips Financial Management's EWC Position: Q1 2026 in Review

Phillips Financial Management sold out of iShares MSCI Canada ETF (EWC) in Q1 2026, closing a stake of 650 shares — an estimated $35.1K sold.

Phillips Financial Management first reported a position in EWC in Q3 2022 and held it in 14 quarters. The position peaked at $35.1K in Q4 2025. 370 funds tracked by Wall St. Rank hold EWC as of Q1 2026.

Phillips Financial Management reported no remaining iShares MSCI Canada ETF position as of Q1 2026 after selling out during the quarter.
Phillips Financial Management sold 650 iShares MSCI Canada ETF shares in Q1 2026, an estimated $35.1K.
Phillips Financial Management first reported a position in iShares MSCI Canada ETF in Q3 2022 and held it in 14 quarters.
Phillips Financial Management's iShares MSCI Canada ETF position peaked at $35.1K in Q4 2025.
370 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.