Retirement Group’s iShares MSCI Canada ETF EWC Stock Holding History

Retirement 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
2024 Q1	$7K	Hold	183	–	–	﹤0.01%	522
2023 Q4	$6.71K	Hold	183	–	–	﹤0.01%	496
2023 Q3	$6.12K	Hold	183	–	–	﹤0.01%	468
2023 Q2	$6.4K	Hold	183	–	–	﹤0.01%	482
2023 Q1	$6K	Hold	183	–	–	﹤0.01%	464
2022 Q4	$6K	Hold	183	–	–	﹤0.01%	412
2022 Q3	$6K	Sell	183 -42	-19%	-$1.43K	﹤0.01%	312
2022 Q2	$8K	Buy	225 +42	+23%	+$1.55K	﹤0.01%	468
2022 Q1	$7K	Hold	183	–	–	﹤0.01%	507
2021 Q4	$7K	Hold	183	–	–	﹤0.01%	482
2021 Q3	$7K	Hold	183	–	–	﹤0.01%	412
2021 Q2	$7K	Hold	183	–	–	﹤0.01%	449
2021 Q1	$6K	Hold	183	–	–	﹤0.01%	529
2020 Q4	$5K	Hold	183	–	–	﹤0.01%	501
2020 Q3	$5K	Hold	183	–	–	﹤0.01%	484
2020 Q2	$5K	Buy	+183	New	+$4.47K	﹤0.01%	450
2019 Q4	$5K	Buy	+183	New	+$5.34K	﹤0.01%	449

Other funds holding EWC

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Retirement Group's EWC Position: Q1 2024 in Review

Retirement Group held its iShares MSCI Canada ETF (EWC) position steady in Q1 2024 at 183 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #522.

Retirement Group first reported a position in EWC in Q4 2019 and has held it in 17 quarters since. The position peaked at $8K in Q2 2022. 281 funds tracked by Wall St. Rank hold EWC as of Q1 2024.

Retirement Group held 183 shares of iShares MSCI Canada ETF worth $7K as of Q1 2024.
Retirement Group left its iShares MSCI Canada ETF share count unchanged in Q1 2024.
iShares MSCI Canada ETF made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #522 holding.
Retirement Group first reported a position in iShares MSCI Canada ETF in Q4 2019 and has held it in 17 quarters since.
Retirement Group's iShares MSCI Canada ETF position peaked at $8K in Q2 2022.
281 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.