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

SOA 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
2026 Q2	$29.5K	Buy	512 +112	+28%	+$6.48K	0.01%	466
2026 Q1	$21.9K	Hold	400	–	–	﹤0.01%	490
2025 Q4	$21.6K	Hold	400	–	–	﹤0.01%	493
2025 Q3	$20.2K	Hold	400	–	–	﹤0.01%	515
2025 Q2	$18.5K	Hold	400	–	–	﹤0.01%	516
2025 Q1	$16.3K	Hold	400	–	–	﹤0.01%	504
2024 Q4	$16.1K	Hold	400	–	–	﹤0.01%	487
2024 Q3	$16.6K	Hold	400	–	–	﹤0.01%	480
2024 Q2	$14.8K	Hold	400	–	–	﹤0.01%	480
2024 Q1	$15.3K	Hold	400	–	–	﹤0.01%	479
2023 Q4	$14.7K	Hold	400	–	–	﹤0.01%	477
2023 Q3	$13.4K	Hold	400	–	–	﹤0.01%	487
2023 Q2	$14K	Hold	400	–	–	﹤0.01%	488
2023 Q1	$13.7K	Hold	400	–	–	﹤0.01%	489
2022 Q4	$13.1K	Hold	400	–	–	﹤0.01%	481
2022 Q3	$12K	Hold	400	–	–	﹤0.01%	479
2022 Q2	$13K	Hold	400	–	–	﹤0.01%	452
2022 Q1	$16K	Hold	400	–	–	﹤0.01%	502
2021 Q4	$15K	Hold	400	–	–	﹤0.01%	495
2021 Q3	$14K	Hold	400	–	–	﹤0.01%	518
2021 Q2	$14K	Hold	400	–	–	﹤0.01%	515
2021 Q1	$13K	Hold	400	–	–	﹤0.01%	469
2020 Q4	$13K	Buy	+400	New	+$11.7K	﹤0.01%	467

Other funds holding EWC

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return

SOA Wealth Advisors's EWC Position: Q2 2026 in Review

SOA Wealth Advisors increased its iShares MSCI Canada ETF (EWC) stake by 28% in Q2 2026, buying an estimated $6.48K and bringing the position to 512 shares worth $29.5K. The position accounts for 0.01% of the portfolio, ranked #466.

SOA Wealth Advisors first reported a position in EWC in Q4 2020 and has held it in 23 quarters since. 390 funds tracked by Wall St. Rank hold EWC as of Q2 2026.

SOA Wealth Advisors held 512 shares of iShares MSCI Canada ETF worth $29.5K as of Q2 2026.
SOA Wealth Advisors bought 112 iShares MSCI Canada ETF shares in Q2 2026, an estimated $6.48K.
iShares MSCI Canada ETF made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #466 holding.
SOA Wealth Advisors first reported a position in iShares MSCI Canada ETF in Q4 2020 and has held it in 23 quarters since.
390 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.