Surevest’s iShares MSCI Canada ETF EWC Stock Holding History

Surevest’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 Q3	$20K	Hold	661	–	–	0.01%	241
2022 Q2	$22K	Buy	661 +5	+0.8%	+$185	0.01%	254
2022 Q1	$26K	Hold	656	–	–	0.01%	220
2021 Q4	$25K	Buy	+656	New	+$25.2K	0.01%	223

Other funds holding EWC

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return

Surevest's EWC Position: Q3 2022 in Review

Surevest held its iShares MSCI Canada ETF (EWC) position steady in Q3 2022 at 661 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #241.

Surevest first reported a position in EWC in Q4 2021 and has held it in 4 quarters since. The position peaked at $26K in Q1 2022. 277 funds tracked by Wall St. Rank hold EWC as of Q3 2022.

Surevest held 661 shares of iShares MSCI Canada ETF worth $20K as of Q3 2022.
Surevest left its iShares MSCI Canada ETF share count unchanged in Q3 2022.
iShares MSCI Canada ETF made up 0.01% of Surevest's portfolio in Q3 2022, its #241 holding.
Surevest first reported a position in iShares MSCI Canada ETF in Q4 2021 and has held it in 4 quarters since.
Surevest's iShares MSCI Canada ETF position peaked at $26K in Q1 2022.
277 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.