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TRUE Private Wealth Advisors’s iShares MSCI Canada ETF EWC Stock Holding History

TRUE Private Wealth Advisors’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
2018
Q4 		– Sell
-928
Closed -$26.7K – 459
2018
Q3 		$26.7K Buy
+928
New +$26.8K ﹤0.01% 559

Other funds holding EWC

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TRUE Private Wealth Advisors's EWC Position: Q4 2018 in Review

TRUE Private Wealth Advisors sold out of iShares MSCI Canada ETF (EWC) in Q4 2018, closing a stake of 928 shares — an estimated $26.7K sold.

TRUE Private Wealth Advisors first reported a position in EWC in Q3 2018 and held it in 1 quarter. The position peaked at $26.7K in Q3 2018. 232 funds tracked by Wall St. Rank hold EWC as of Q4 2018.

  • TRUE Private Wealth Advisors reported no remaining iShares MSCI Canada ETF position as of Q4 2018 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 928 iShares MSCI Canada ETF shares in Q4 2018, an estimated $26.7K.
  • TRUE Private Wealth Advisors first reported a position in iShares MSCI Canada ETF in Q3 2018 and held it in 1 quarter.
  • TRUE Private Wealth Advisors's iShares MSCI Canada ETF position peaked at $26.7K in Q3 2018.
  • 232 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q4 2018.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.