Ropes Wealth Advisors’s iShares MSCI Canada ETF EWC Stock Holding History

Ropes Wealth Advisors’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
2019 Q3	–	Sell	-70	Closed	-$2K	–	559
2019 Q2	$2K	Buy	+70	New	+$1.97K	﹤0.01%	540
2018 Q1	–	Sell	-1,818	Closed	-$54K	–	644
2017 Q4	$54K	Buy	+1,818	New	+$52.9K	0.01%	340

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

ZIG

Zurich Insurance Group Zurich, Switzerland $14.4B AUM 63.77% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return

Ropes Wealth Advisors's EWC Position: Q3 2019 in Review

Ropes Wealth Advisors sold out of iShares MSCI Canada ETF (EWC) in Q3 2019, closing a stake of 70 shares — an estimated $2K sold.

Ropes Wealth Advisors first reported a position in EWC in Q4 2017 and held it in 2 quarters. The position peaked at $54K in Q4 2017. 234 funds tracked by Wall St. Rank hold EWC as of Q3 2019.

Ropes Wealth Advisors reported no remaining iShares MSCI Canada ETF position as of Q3 2019 after selling out during the quarter.
Ropes Wealth Advisors sold 70 iShares MSCI Canada ETF shares in Q3 2019, an estimated $2K.
Ropes Wealth Advisors first reported a position in iShares MSCI Canada ETF in Q4 2017 and held it in 2 quarters.
Ropes Wealth Advisors's iShares MSCI Canada ETF position peaked at $54K in Q4 2017.
234 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q3 2019.

Based on Ropes Wealth Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.