Titus Wealth Management’s iShares MSCI Canada ETF EWC Stock Holding History

Titus Wealth 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
2022 Q2	$203K	Buy	6,040 +22	+0.4%	+$815	0.1%	158
2022 Q1	$242K	Sell	6,018 -442	-7%	-$17.1K	0.11%	143
2021 Q4	$248K	Sell	6,460 -40	-0.6%	-$1.54K	0.11%	141
2021 Q3	$236K	Hold	6,500	–	–	0.12%	141
2021 Q2	$242K	Sell	6,500 -661	-9%	-$24.2K	0.13%	132
2021 Q1	$244K	Hold	7,161	–	–	0.14%	122
2020 Q4	$221K	Sell	7,161 -467	-6%	-$13.7K	0.14%	123
2020 Q3	$209K	Buy	+7,628	New	+$211K	0.15%	111
2020 Q1	–	Sell	-7,601	Closed	-$227K	–	104
2019 Q4	$227K	Sell	7,601 -136	-2%	-$3.97K	0.23%	92
2019 Q3	$224K	Buy	+7,737	New	+$220K	0.21%	92
2018 Q4	–	Sell	-7,668	Closed	-$221K	–	96
2018 Q3	$221K	Sell	7,668 -225	-3%	-$6.49K	0.19%	84
2018 Q2	$225K	Buy	7,893 +20	+0.3%	+$569	0.24%	76
2018 Q1	$217K	Sell	7,873 -300	-4%	-$8.6K	0.21%	76
2017 Q4	$242K	Buy	+8,173	New	+$238K	0.27%	63

Other funds holding EWC

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

Titus Wealth Management's EWC Position: Q2 2022 in Review

Titus Wealth Management increased its iShares MSCI Canada ETF (EWC) stake by 0.37% in Q2 2022, buying an estimated $815 and bringing the position to 6,040 shares worth $203K. The position accounts for 0.1% of the portfolio, ranked #158.

Titus Wealth Management first reported a position in EWC in Q4 2017 and has held it in 14 quarters since. The position peaked at $248K in Q4 2021. 284 funds tracked by Wall St. Rank hold EWC as of Q2 2022.

Titus Wealth Management held 6,040 shares of iShares MSCI Canada ETF worth $203K as of Q2 2022.
Titus Wealth Management bought 22 iShares MSCI Canada ETF shares in Q2 2022, an estimated $815.
iShares MSCI Canada ETF made up 0.1% of Titus Wealth Management's portfolio in Q2 2022, its #158 holding.
Titus Wealth Management first reported a position in iShares MSCI Canada ETF in Q4 2017 and has held it in 14 quarters since.
Titus Wealth Management's iShares MSCI Canada ETF position peaked at $248K in Q4 2021.
284 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q2 2022.

Based on Titus Wealth Management's 13F filing for Q2 2022, filed 9 Nov 2022.