Private Ocean’s iShares MSCI Canada ETF EWC Stock Holding History

Private Ocean’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
2024 Q2	$101K	Buy	2,715 +1,420	+110%	+$53.4K	0.01%	207
2024 Q1	$49.6K	Hold	1,295	–	–	0.01%	245
2023 Q4	$47.5K	Hold	1,295	–	–	﹤0.01%	248
2023 Q3	$43.3K	Hold	1,295	–	–	0.01%	242
2023 Q2	$45.3K	Hold	1,295	–	–	0.01%	260
2023 Q1	$44.3K	Hold	1,295	–	–	0.01%	238
2022 Q4	$42.4K	Hold	1,295	–	–	0.01%	236
2022 Q3	$39K	Hold	1,295	–	–	0.01%	233
2022 Q2	$43K	Hold	1,295	–	–	0.01%	222
2022 Q1	$52K	Hold	1,295	–	–	0.01%	240
2021 Q4	$50K	Hold	1,295	–	–	0.01%	260
2021 Q3	$47K	Hold	1,295	–	–	0.01%	257
2021 Q2	$48K	Hold	1,295	–	–	0.01%	250
2021 Q1	$44K	Buy	+1,295	New	+$42.4K	0.01%	268

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 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

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

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

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

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Private Ocean's EWC Position: Q2 2024 in Review

Private Ocean increased its iShares MSCI Canada ETF (EWC) stake by 110% in Q2 2024, buying an estimated $53.4K and bringing the position to 2,715 shares worth $101K. The position accounts for 0.01% of the portfolio, ranked #207.

Private Ocean first reported a position in EWC in Q1 2021 and has held it in 14 quarters since. 272 funds tracked by Wall St. Rank hold EWC as of Q2 2024.

Private Ocean held 2,715 shares of iShares MSCI Canada ETF worth $101K as of Q2 2024.
Private Ocean bought 1,420 iShares MSCI Canada ETF shares in Q2 2024, an estimated $53.4K.
iShares MSCI Canada ETF made up 0.01% of Private Ocean's portfolio in Q2 2024, its #207 holding.
Private Ocean first reported a position in iShares MSCI Canada ETF in Q1 2021 and has held it in 14 quarters since.
272 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.