Selective Wealth Management’s iShares MSCI Canada ETF EWC Stock Holding History

Selective Wealth 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 Q4	–	Sell	-73	Closed	-$2K	–	297
2022 Q3	$2K	Buy	73 +59	+421%	+$2.01K	﹤0.01%	664
2022 Q2	$0	Hold	14	–	–	﹤0.01%	782
2022 Q1	$1K	Hold	14	–	–	﹤0.01%	677
2021 Q4	$1K	Buy	+14	New	+$538	﹤0.01%	625

Other funds holding EWC

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Selective Wealth Management's EWC Position: Q4 2022 in Review

Selective Wealth Management sold out of iShares MSCI Canada ETF (EWC) in Q4 2022, closing a stake of 73 shares — an estimated $2K sold.

Selective Wealth Management first reported a position in EWC in Q4 2021 and held it in 4 quarters. The position peaked at $2K in Q3 2022. 283 funds tracked by Wall St. Rank hold EWC as of Q4 2022.

Selective Wealth Management reported no remaining iShares MSCI Canada ETF position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 73 iShares MSCI Canada ETF shares in Q4 2022, an estimated $2K.
Selective Wealth Management first reported a position in iShares MSCI Canada ETF in Q4 2021 and held it in 4 quarters.
Selective Wealth Management's iShares MSCI Canada ETF position peaked at $2K in Q3 2022.
283 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.