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Toth Financial Advisory’s iShares MSCI Canada ETF EWC Stock Holding History

Toth Financial Advisory’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
2021
Q2 		– Sell
-80
Closed -$3K – 712
2021
Q1 		$3K Hold
80
– – ﹤0.01% 546
2020
Q4 		$2K Buy
+80
New +$2.35K ﹤0.01% 529
2015
Q3 		– Sell
-10,482
Closed -$280K – 113
2015
Q2 		$280K Sell
10,482
-6,375
-38% -$180K 0.09% 115
2015
Q1 		$458K Sell
16,857
-5,335
-24% -$146K 0.15% 96
2014
Q4 		$640K Sell
22,192
-3,425
-13% -$101K 0.22% 82
2014
Q3 		$786K Buy
25,617
+4,037
+19% +$130K 0.3% 69
2014
Q2 		$695K Buy
21,580
+13,585
+170% +$416K 0.26% 72
2014
Q1 		$236K Buy
+7,995
New +$230K 0.1% 104

Other funds holding EWC

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return