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

Tradition 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
2024 Q1	–	Sell	-1,546	Closed	-$57K	–	639
2023 Q4	$57K	Hold	1,546	–	–	0.01%	593
2023 Q3	$52K	Hold	1,546	–	–	0.01%	594
2023 Q2	$54K	Hold	1,546	–	–	0.01%	606
2023 Q1	$53K	Hold	1,546	–	–	0.01%	592
2022 Q4	$51K	Hold	1,546	–	–	0.01%	520
2022 Q3	$48K	Hold	1,546	–	–	0.01%	517
2022 Q2	$52K	Hold	1,546	–	–	0.01%	450
2022 Q1	$62K	Hold	1,546	–	–	0.01%	463
2021 Q4	$59K	Hold	1,546	–	–	0.01%	496
2021 Q3	$56K	Hold	1,546	–	–	0.01%	480
2021 Q2	$58K	Hold	1,546	–	–	0.01%	491
2021 Q1	$53K	Hold	1,546	–	–	0.01%	422
2020 Q4	$48K	Buy	+1,546	New	+$45.3K	0.01%	421

Other funds holding EWC

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Tradition Wealth Management's EWC Position: Q1 2024 in Review

Tradition Wealth Management sold out of iShares MSCI Canada ETF (EWC) in Q1 2024, closing a stake of 1,546 shares — an estimated $57K sold.

Tradition Wealth Management first reported a position in EWC in Q4 2020 and held it in 13 quarters. The position peaked at $62K in Q1 2022. 281 funds tracked by Wall St. Rank hold EWC as of Q1 2024.

Tradition Wealth Management reported no remaining iShares MSCI Canada ETF position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 1,546 iShares MSCI Canada ETF shares in Q1 2024, an estimated $57K.
Tradition Wealth Management first reported a position in iShares MSCI Canada ETF in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's iShares MSCI Canada ETF position peaked at $62K in Q1 2022.
281 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.