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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
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

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PlanWiser Financial's EWC Position: Q1 2026 in Review

PlanWiser Financial reduced its iShares MSCI Canada ETF (EWC) stake by 22% in Q1 2026, selling an estimated $414K and leaving 25,902 shares worth $1.5M. The position accounts for 1.09% of the portfolio, ranked #27.

PlanWiser Financial first reported a position in EWC in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.84M in Q4 2025. 369 funds tracked by Wall St. Rank hold EWC as of Q1 2026.

  • PlanWiser Financial held 25,902 shares of iShares MSCI Canada ETF worth $1.5M as of Q1 2026.
  • PlanWiser Financial sold 7,450 iShares MSCI Canada ETF shares in Q1 2026, an estimated $414K.
  • iShares MSCI Canada ETF made up 1.09% of PlanWiser Financial's portfolio in Q1 2026, its #27 holding.
  • PlanWiser Financial first reported a position in iShares MSCI Canada ETF in Q1 2025 and has held it in 5 quarters since.
  • PlanWiser Financial's iShares MSCI Canada ETF position peaked at $1.84M in Q4 2025.
  • 369 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q1 2026.

Based on PlanWiser Financial's 13F filing for Q1 2026, filed 12 May 2026.