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PWAG
Polaris Wealth Advisory Group’s
iShares MSCI Canada ETF
EWC
Stock Holding History
Polaris Wealth Advisory Group’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
2018
Q4
–
Hold
0
–
–
–
246
2018
Q3
–
Sell
-35
Closed
-$1.01K
–
517
2018
Q2
$1K
Hold
35
–
–
﹤0.01%
241
2018
Q1
$1K
Buy
+35
New
+$1K
﹤0.01%
447
2017
Q3
–
Sell
-336,107
Closed
-$8.99M
–
148
2017
Q2
$8.99M
Buy
336,107
+7,626
+2%
+$202K
1.02%
41
2017
Q1
$8.83M
Sell
328,481
-5,665
-2%
-$153K
0.96%
47
2016
Q4
$8.74M
Sell
334,146
-5,437
-2%
-$140K
1.01%
42
2016
Q3
$8.72M
Sell
339,583
-14,777
-4%
-$374K
1.04%
44
2016
Q2
$8.69M
Buy
+354,360
New
+$8.68M
1.35%
33
2014
Q2
–
Sell
-175
Closed
-$5K
–
95
2014
Q1
$5K
Hold
175
–
–
﹤0.01%
148
2013
Q4
$5K
Hold
175
–
–
﹤0.01%
168
2013
Q3
$4.95K
Hold
175
–
–
﹤0.01%
129
2013
Q2
$4.58K
Buy
+175
New
+$4.82K
﹤0.01%
136
Other funds holding EWC
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$1.47T AUM
27.86%
1-Year Est. Return
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$1.37T AUM
24.88%
1-Year Est. Return
USAA
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San Antonio, Texas
$851M AUM
5.13%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
BNP Paribas Financial Markets
Paris, France
$152B AUM
31.61%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
AssetMark Inc
Concord, California
$49B AUM
17.78%
1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management
Boston, Massachusetts
$1.25B AUM
45.27%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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