PlanWiser Financial’s iShares MSCI Canada ETF EWC Stock Holding History

PlanWiser Financial’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 Q2	$1.52M	Buy	26,432 +530	+2%	+$30.7K	1.06%	30
2026 Q1	$1.5M	Sell	25,902 -7,450	-22%	-$414K	1.09%	27
2025 Q4	$1.84M	Buy	33,352 +8,209	+33%	+$424K	1.37%	24
2025 Q3	$1.27M	Sell	25,143 -7,851	-24%	-$376K	1.01%	30
2025 Q2	$1.54M	Buy	32,994 +8,201	+33%	+$355K	1.31%	23
2025 Q1	$1.06M	Buy	+24,793	New	+$1.02M	0.96%	29

Other funds holding EWC

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

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

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

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

PlanWiser Financial's EWC Position: Q2 2026 in Review

PlanWiser Financial increased its iShares MSCI Canada ETF (EWC) stake by 2% in Q2 2026, buying an estimated $30.7K and bringing the position to 26,432 shares worth $1.52M. The position accounts for 1.06% of the portfolio, ranked #30.

PlanWiser Financial first reported a position in EWC in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.84M in Q4 2025. 390 funds tracked by Wall St. Rank hold EWC as of Q2 2026.

PlanWiser Financial held 26,432 shares of iShares MSCI Canada ETF worth $1.52M as of Q2 2026.
PlanWiser Financial bought 530 iShares MSCI Canada ETF shares in Q2 2026, an estimated $30.7K.
iShares MSCI Canada ETF made up 1.06% of PlanWiser Financial's portfolio in Q2 2026, its #30 holding.
PlanWiser Financial first reported a position in iShares MSCI Canada ETF in Q1 2025 and has held it in 6 quarters since.
PlanWiser Financial's iShares MSCI Canada ETF position peaked at $1.84M in Q4 2025.
390 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q2 2026.

Based on PlanWiser Financial's 13F filing for Q2 2026, filed 7 Aug 2026.