Sage Advisory Services’s iShares MSCI Canada ETF EWC Stock Holding History

Sage Advisory Services’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
2025 Q2	–	Sell	-40,330	Closed	-$1.64M	–	46
2025 Q1	$1.64M	Sell	40,330 -57,589	-59%	-$2.36M	0.97%	22
2024 Q4	$3.95M	Sell	97,919 -216,178	-69%	-$9.01M	2.34%	15
2024 Q3	$11.7M	Hold	314,097	–	–	3.27%	12
2024 Q2	$11.7M	Sell	314,097 -2,157	-0.7%	-$81.1K	3.27%	12
2024 Q1	$12.1M	Sell	316,254 -24,746	-7%	-$910K	3.31%	12
2023 Q4	$12.5M	Sell	341,000 -2,068	-0.6%	-$70.5K	3.35%	12
2023 Q3	$11.5M	Buy	343,068 +19,040	+6%	+$660K	3.21%	12
2023 Q2	$11.3M	Buy	324,028 +130,337	+67%	+$4.52M	3.31%	12
2023 Q1	$6.62M	Buy	193,691 +13,444	+7%	+$461K	1.88%	17
2022 Q4	$5.9M	Sell	180,247 -5,686	-3%	-$188K	1.73%	19
2022 Q3	$5.72M	Buy	185,933 +5,374	+3%	+$183K	1.78%	17
2022 Q2	$6.08M	Buy	180,559 +1,569	+0.9%	+$58.1K	1.74%	21
2022 Q1	$7.2M	Buy	+178,990	New	+$6.92M	1.82%	18

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

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

Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return

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

Trium Capital London, United Kingdom $163M AUM 45.8% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Sage Advisory Services's EWC Position: Q2 2025 in Review

Sage Advisory Services sold out of iShares MSCI Canada ETF (EWC) in Q2 2025, closing a stake of 40,330 shares — an estimated $1.64M sold.

Sage Advisory Services first reported a position in EWC in Q1 2022 and held it in 13 quarters. The position peaked at $12.5M in Q4 2023. 298 funds tracked by Wall St. Rank hold EWC as of Q2 2025.

Sage Advisory Services reported no remaining iShares MSCI Canada ETF position as of Q2 2025 after selling out during the quarter.
Sage Advisory Services sold 40,330 iShares MSCI Canada ETF shares in Q2 2025, an estimated $1.64M.
Sage Advisory Services first reported a position in iShares MSCI Canada ETF in Q1 2022 and held it in 13 quarters.
Sage Advisory Services's iShares MSCI Canada ETF position peaked at $12.5M in Q4 2023.
298 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q2 2025.

Based on Sage Advisory Services's 13F filing for Q2 2025, filed 6 Aug 2025.