Robertson Stephens Wealth Management’s iShares MSCI Canada ETF EWC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Buy |
34,627
+450
| +1% | +$20.8K | 0.05% | 210 |
|
|
2025
Q1 | $1.39M | Sell |
34,177
-733
| -2% | -$29.9K | 0.05% | 223 |
|
|
2024
Q4 | $1.41M | Buy |
34,910
+14
| +0% | +$564 | 0.05% | 227 |
|
|
2024
Q3 | $1.45M | Hold |
34,896
| – | – | 0.05% | 237 |
|
|
2024
Q2 | $1.29M | Sell |
34,896
-7,097
| -17% | -$263K | 0.07% | 189 |
|
|
2024
Q1 | $1.61M | Buy |
41,993
+866
| +2% | +$33.2K | 0.09% | 175 |
|
|
2023
Q4 | $1.51M | Buy |
41,127
+2,145
| +6% | +$78.7K | 0.09% | 172 |
|
|
2023
Q3 | $1.3M | Hold |
38,982
| – | – | 0.09% | 178 |
|
|
2023
Q2 | $1.36M | Hold |
38,982
| – | – | 0.1% | 164 |
|
|
2023
Q1 | $1.33M | Sell |
38,982
-246
| -0.6% | -$8.41K | 0.1% | 166 |
|
|
2022
Q4 | $1.28M | Buy |
39,228
+1,793
| +5% | +$58.7K | 0.13% | 153 |
|
|
2022
Q3 | $1.15M | Buy |
37,435
+9,477
| +34% | +$291K | 0.12% | 137 |
|
|
2022
Q2 | $941K | Sell |
27,958
-79
| -0.3% | -$2.66K | 0.09% | 161 |
|
|
2022
Q1 | $1.13M | Sell |
28,037
-3,381
| -11% | -$136K | 0.09% | 167 |
|
|
2021
Q4 | $1.21M | Buy |
31,418
+982
| +3% | +$37.7K | 0.1% | 164 |
|
|
2021
Q3 | $1.1M | Buy |
30,436
+4,380
| +17% | +$159K | 0.12% | 109 |
|
|
2021
Q2 | $971K | Buy |
26,056
+47
| +0.2% | +$1.75K | 0.12% | 121 |
|
|
2021
Q1 | $885K | Buy |
26,009
+2,962
| +13% | +$101K | 0.14% | 111 |
|
|
2020
Q4 | $710K | Sell |
23,047
-10,119
| -31% | -$312K | 0.15% | 115 |
|
|
2020
Q3 | $909K | Sell |
33,166
-33,368
| -50% | -$915K | 0.22% | 85 |
|
|
2020
Q2 | $1.72M | Sell |
66,534
-11,604
| -15% | -$300K | 0.5% | 46 |
|
|
2020
Q1 | $1.71M | Buy |
78,138
+62,606
| +403% | +$1.37M | 0.58% | 44 |
|
|
2019
Q4 | $464K | Sell |
15,532
-1,190
| -7% | -$35.6K | 0.23% | 69 |
|
|
2019
Q3 | $483K | Buy |
+16,722
| New | +$483K | 0.24% | 74 |
|