Rockbridge Investment Management’s iShares MSCI Canada ETF EWC Stock Holding History

Rockbridge Investment Management’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
2022 Q2	–	Sell	-1,812	Closed	-$72.9K	–	691
2022 Q1	$72.9K	Hold	1,812	–	–	0.01%	252
2021 Q4	$70K	Hold	1,812	–	–	0.01%	302
2021 Q3	$66K	Hold	1,812	–	–	0.01%	284
2021 Q2	$68K	Hold	1,812	–	–	0.01%	270
2021 Q1	$62K	Hold	1,812	–	–	0.01%	268
2020 Q4	$56K	Hold	1,812	–	–	0.01%	272
2020 Q3	$50K	Hold	1,812	–	–	0.01%	268
2020 Q2	$47K	Buy	+1,812	New	+$44.3K	0.01%	239

Other funds holding EWC

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

Rockbridge Investment Management's EWC Position: Q2 2022 in Review

Rockbridge Investment Management sold out of iShares MSCI Canada ETF (EWC) in Q2 2022, closing a stake of 1,812 shares — an estimated $72.9K sold.

Rockbridge Investment Management first reported a position in EWC in Q2 2020 and held it in 8 quarters. The position peaked at $72.9K in Q1 2022. 284 funds tracked by Wall St. Rank hold EWC as of Q2 2022.

Rockbridge Investment Management reported no remaining iShares MSCI Canada ETF position as of Q2 2022 after selling out during the quarter.
Rockbridge Investment Management sold 1,812 iShares MSCI Canada ETF shares in Q2 2022, an estimated $72.9K.
Rockbridge Investment Management first reported a position in iShares MSCI Canada ETF in Q2 2020 and held it in 8 quarters.
Rockbridge Investment Management's iShares MSCI Canada ETF position peaked at $72.9K in Q1 2022.
284 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q2 2022.

Based on Rockbridge Investment Management's 13F filing for Q2 2022, filed 28 May 2024.