TFF
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The Family Firm’s iShares MSCI Canada ETF EWC Stock Holding History

The Family Firm’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
2025
Q2 		$1.3M Sell
28,122
-483
-2% -$20.9K 0.31% 67
2025
Q1 		$1.17M Sell
28,605
-17
-0.1% -$697 0.26% 74
2024
Q4 		$1.15M Buy
28,622
+241
+0.8% +$10K 0.26% 76
2024
Q3 		$1.18M Sell
28,381
-410
-1% -$16.1K 0.26% 74
2024
Q2 		$1.07M Buy
28,791
+275
+1% +$10.3K 0.24% 74
2024
Q1 		$1.09M Sell
28,516
-6
-0% -$221 0.27% 70
2023
Q4 		$1.05M Buy
28,522
+213
+0.8% +$7.26K 0.27% 69
2023
Q3 		$947K Sell
28,309
-1,564
-5% -$54.2K 0.27% 67
2023
Q2 		$1.05M Sell
29,873
-2,018
-6% -$69.9K 0.28% 70
2023
Q1 		$1.09M Hold
31,891
– – 0.3% 64
2022
Q4 		$1.04M Sell
31,891
-1,723
-5% -$57.1K 0.31% 68
2022
Q3 		$1.03M Sell
33,614
-4,371
-12% -$149K 0.33% 62
2022
Q2 		$1.28M Buy
37,985
+281
+0.7% +$10.4K 0.38% 55
2022
Q1 		$1.52M Sell
37,704
-551
-1% -$21.3K 0.4% 54
2021
Q4 		$1.47M Sell
38,255
-316
-0.8% -$12.1K 0.38% 54
2021
Q3 		$1.53M Sell
38,571
-967
-2% -$35.9K 0.4% 50
2021
Q2 		$1.47M Sell
39,538
-136
-0.3% -$4.98K 0.4% 50
2021
Q1 		$1.35M Sell
39,674
-2,429
-6% -$79.6K 0.39% 54
2020
Q4 		$1.34M Sell
42,103
-559
-1% -$16.4K 0.4% 52
2020
Q3 		$1.17M Sell
42,662
-2,293
-5% -$63.4K 0.42% 48
2020
Q2 		$1.16M Sell
44,955
-3,667
-8% -$89.7K 0.44% 47
2020
Q1 		$1.06M Buy
48,622
+1,320
+3% +$36.1K 0.45% 45
2019
Q4 		$1.41M Buy
47,302
+567
+1% +$16.5K 0.48% 45
2019
Q3 		$1.35M Buy
46,735
+3,532
+8% +$101K 0.48% 44
2019
Q2 		$1.24M Sell
43,203
-337
-0.8% -$9.49K 0.44% 46
2019
Q1 		$1.2M Buy
43,540
+609
+1% +$16.4K 0.44% 48
2018
Q4 		$1.03M Buy
42,931
+537
+1% +$14.2K 0.41% 50
2018
Q3 		$1.22M Sell
42,394
-2,369
-5% -$68.3K 0.44% 45
2018
Q2 		$1.28M Buy
44,763
+7,112
+19% +$202K 0.48% 43
2018
Q1 		$1.04M Buy
37,651
+3,443
+10% +$98.7K 0.4% 48
2017
Q4 		$1.01M Buy
34,208
+353
+1% +$10.3K 0.4% 48
2017
Q3 		$980K Buy
33,855
+32
+0.1% +$891 0.41% 46
2017
Q2 		$905K Buy
33,823
+262
+0.8% +$6.93K 0.4% 47
2017
Q1 		$902K Sell
33,561
-703
-2% -$19K 0.43% 44
2016
Q4 		$896K Buy
34,264
+147
+0.4% +$3.79K 0.42% 45
2016
Q3 		$876K Buy
34,117
+2,312
+7% +$58.6K 0.42% 48
2016
Q2 		$780K Sell
31,805
-844
-3% -$20.7K 0.39% 46
2016
Q1 		$774K Sell
32,649
-1,623
-5% -$34.8K 0.39% 48
2015
Q4 		$737K Buy
34,272
+2,354
+7% +$54.7K 0.39% 46
2015
Q3 		$734K Sell
31,918
-609
-2% -$15K 0.4% 46
2015
Q2 		$867K Sell
32,527
-4,791
-13% -$136K 0.45% 39
2015
Q1 		$1.01M Buy
37,318
+2,040
+6% +$56K 0.52% 36
2014
Q4 		$1.02M Buy
+35,278
New +$1.04M 0.53% 36

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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TC
Trium Capital London, United Kingdom $163M AUM 45.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

The Family Firm's EWC Position: Q2 2025 in Review

The Family Firm reduced its iShares MSCI Canada ETF (EWC) stake by 1.7% in Q2 2025, selling an estimated $20.9K and leaving 28,122 shares worth $1.3M. The position accounts for 0.31% of the portfolio, ranked #67.

The Family Firm first reported a position in EWC in Q4 2014 and has held it in 43 quarters since. The position peaked at $1.53M in Q3 2021. 298 funds tracked by Wall St. Rank hold EWC as of Q2 2025.

  • The Family Firm held 28,122 shares of iShares MSCI Canada ETF worth $1.3M as of Q2 2025.
  • The Family Firm sold 483 iShares MSCI Canada ETF shares in Q2 2025, an estimated $20.9K.
  • iShares MSCI Canada ETF made up 0.31% of The Family Firm's portfolio in Q2 2025, its #67 holding.
  • The Family Firm first reported a position in iShares MSCI Canada ETF in Q4 2014 and has held it in 43 quarters since.
  • The Family Firm's iShares MSCI Canada ETF position peaked at $1.53M in Q3 2021.
  • 298 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.