SFPM
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Sensible Financial Planning & Management’s iShares MSCI Canada ETF EWC Stock Holding History

Sensible Financial Planning & 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
2023
Q4 		– Sell
-20,642
Closed -$691K – 28
2023
Q3 		$691K Buy
20,642
+1,537
+8% +$53.3K 0.17% 27
2023
Q2 		$668K Sell
19,105
-703
-4% -$24.4K 0.16% 31
2023
Q1 		$677K Buy
19,808
+356
+2% +$12.2K 0.16% 30
2022
Q4 		$637K Buy
19,452
+141
+0.7% +$4.67K 0.16% 30
2022
Q3 		$594K Buy
19,311
+815
+4% +$27.7K 0.15% 31
2022
Q2 		$623K Sell
18,496
-1,239
-6% -$45.9K 0.16% 35
2022
Q1 		$794K Buy
19,735
+6,958
+54% +$269K 0.21% 31
2021
Q4 		$491K Buy
12,777
+2,539
+25% +$97.6K 0.14% 33
2021
Q3 		$372K Buy
10,238
+528
+5% +$19.6K 0.12% 38
2021
Q2 		$362K Sell
9,710
-1,091
-10% -$39.9K 0.12% 39
2021
Q1 		$368K Sell
10,801
-479
-4% -$15.7K 0.14% 38
2020
Q4 		$348K Buy
11,280
+1,498
+15% +$43.9K 0.13% 38
2020
Q3 		$268K Buy
+9,782
New +$270K 0.11% 34
2015
Q4 		– Sell
-6,195
Closed -$142K – 85
2015
Q3 		$142K Sell
6,195
-16,468
-73% -$405K 0.11% 31
2015
Q2 		$604K Sell
22,663
-22,382
-50% -$633K 0.5% 18
2015
Q1 		$1.22M Sell
45,045
-39,830
-47% -$1.09M 1.11% 15
2014
Q4 		$2.45M Sell
84,875
-6,431
-7% -$189K 2.5% 10
2014
Q3 		$2.8M Buy
+91,306
New +$2.94M 2.44% 8

Other funds holding EWC

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Sensible Financial Planning & Management's EWC Position: Q4 2023 in Review

Sensible Financial Planning & Management sold out of iShares MSCI Canada ETF (EWC) in Q4 2023, closing a stake of 20,642 shares — an estimated $691K sold.

Sensible Financial Planning & Management first reported a position in EWC in Q3 2014 and held it in 18 quarters. The position peaked at $2.8M in Q3 2014. 273 funds tracked by Wall St. Rank hold EWC as of Q4 2023.

  • Sensible Financial Planning & Management reported no remaining iShares MSCI Canada ETF position as of Q4 2023 after selling out during the quarter.
  • Sensible Financial Planning & Management sold 20,642 iShares MSCI Canada ETF shares in Q4 2023, an estimated $691K.
  • Sensible Financial Planning & Management first reported a position in iShares MSCI Canada ETF in Q3 2014 and held it in 18 quarters.
  • Sensible Financial Planning & Management's iShares MSCI Canada ETF position peaked at $2.8M in Q3 2014.
  • 273 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q4 2023.

Based on Sensible Financial Planning & Management's 13F filing for Q4 2023, filed 2 Feb 2024.