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

Sax 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
2022 Q1	–	Sell	-7,467	Closed	-$287K	–	178
2021 Q4	$287K	Buy	7,467 +1,300	+21%	+$50K	0.06%	145
2021 Q3	$224K	Buy	+6,167	New	+$229K	0.05%	156

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

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

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

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

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

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

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

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

Sax Wealth Advisors's EWC Position: Q1 2022 in Review

Sax Wealth Advisors sold out of iShares MSCI Canada ETF (EWC) in Q1 2022, closing a stake of 7,467 shares — an estimated $287K sold.

Sax Wealth Advisors first reported a position in EWC in Q3 2021 and held it in 2 quarters. The position peaked at $287K in Q4 2021. 299 funds tracked by Wall St. Rank hold EWC as of Q1 2022.

Sax Wealth Advisors reported no remaining iShares MSCI Canada ETF position as of Q1 2022 after selling out during the quarter.
Sax Wealth Advisors sold 7,467 iShares MSCI Canada ETF shares in Q1 2022, an estimated $287K.
Sax Wealth Advisors first reported a position in iShares MSCI Canada ETF in Q3 2021 and held it in 2 quarters.
Sax Wealth Advisors's iShares MSCI Canada ETF position peaked at $287K in Q4 2021.
299 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q1 2022.

Based on Sax Wealth Advisors's 13F filing for Q1 2022, filed 20 Apr 2022.