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Sonoma Private Wealth’s iShares MSCI Canada ETF EWC Stock Holding History

Sonoma Private Wealth’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
2024
Q1 		– Sell
-9,775
Closed -$359K – 93
2023
Q4 		$359K Buy
9,775
+995
+11% +$33.9K 0.59% 55
2023
Q3 		$294K Buy
8,780
+90
+1% +$3.12K 0.54% 63
2023
Q2 		$304K Buy
8,690
+30
+0.3% +$1.04K 0.53% 64
2023
Q1 		$296K Buy
+8,660
New +$297K 0.59% 57

Other funds holding EWC

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Sonoma Private Wealth's EWC Position: Q1 2024 in Review

Sonoma Private Wealth sold out of iShares MSCI Canada ETF (EWC) in Q1 2024, closing a stake of 9,775 shares — an estimated $359K sold.

Sonoma Private Wealth first reported a position in EWC in Q1 2023 and held it in 4 quarters. The position peaked at $359K in Q4 2023. 281 funds tracked by Wall St. Rank hold EWC as of Q1 2024.

  • Sonoma Private Wealth reported no remaining iShares MSCI Canada ETF position as of Q1 2024 after selling out during the quarter.
  • Sonoma Private Wealth sold 9,775 iShares MSCI Canada ETF shares in Q1 2024, an estimated $359K.
  • Sonoma Private Wealth first reported a position in iShares MSCI Canada ETF in Q1 2023 and held it in 4 quarters.
  • Sonoma Private Wealth's iShares MSCI Canada ETF position peaked at $359K in Q4 2023.
  • 281 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q1 2024.

Based on Sonoma Private Wealth's 13F filing for Q1 2024, filed 9 May 2024.