United Capital Financial Advisors’s iShares MSCI Canada ETF EWC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $573K | Sell |
9,939
-174
| -2% | -$10.1K | ﹤0.01% | 1043 |
|
|
2026
Q1 | $554K | Buy |
10,113
+1,127
| +13% | +$62.6K | ﹤0.01% | 1012 |
|
|
2025
Q4 | $485K | Buy |
+8,986
| New | +$465K | ﹤0.01% | 974 |
|
|
2022
Q3 | – | Sell |
-6,981
| Closed | -$235K | – | 1101 |
|
|
2022
Q2 | $235K | Buy |
6,981
+806
| +13% | +$29.8K | ﹤0.01% | 1010 |
|
|
2022
Q1 | $248K | Sell |
6,175
-792
| -11% | -$30.6K | ﹤0.01% | 1052 |
|
|
2021
Q4 | $268K | Sell |
6,967
-1,040
| -13% | -$40K | ﹤0.01% | 1062 |
|
|
2021
Q3 | $291K | Sell |
8,007
-99
| -1% | -$3.67K | ﹤0.01% | 1024 |
|
|
2021
Q2 | $302K | Sell |
8,106
-396
| -5% | -$14.5K | ﹤0.01% | 1021 |
|
|
2021
Q1 | $290K | Sell |
8,502
-1,211
| -12% | -$39.7K | ﹤0.01% | 991 |
|
|
2020
Q4 | $300K | Sell |
9,713
-97,165
| -91% | -$2.85M | ﹤0.01% | 1000 |
|
|
2020
Q3 | $2.93M | Buy |
106,878
+29,299
| +38% | +$809K | 0.02% | 426 |
|
|
2020
Q2 | $2.01M | Sell |
77,579
-50,219
| -39% | -$1.23M | 0.01% | 514 |
|
|
2020
Q1 | $2.79M | Sell |
127,798
-540,196
| -81% | -$14.8M | 0.02% | 435 |
|
|
2019
Q4 | $20M | Sell |
667,994
-135,582
| -17% | -$3.96M | 0.13% | 196 |
|
|
2019
Q3 | $23.2M | Buy |
803,576
+17,349
| +2% | +$494K | 0.16% | 143 |
|
|
2019
Q2 | $22.5M | Buy |
786,227
+78,533
| +11% | +$2.21M | 0.15% | 146 |
|
|
2019
Q1 | $19.6M | Buy |
707,694
+686,676
| +3,267% | +$18.5M | 0.14% | 161 |
|
|
2018
Q4 | $504K | Sell |
21,018
-834,510
| -98% | -$22M | ﹤0.01% | 915 |
|
|
2018
Q3 | $24.6M | Sell |
855,528
-274,256
| -24% | -$7.91M | 0.17% | 129 |
|
|
2018
Q2 | $32.2M | Buy |
1,129,784
+24,658
| +2% | +$701K | 0.24% | 95 |
|
|
2018
Q1 | $30.5M | Buy |
1,105,126
+19,358
| +2% | +$555K | 0.23% | 102 |
|
|
2017
Q4 | $32.2M | Buy |
1,085,768
+30,781
| +3% | +$896K | 0.25% | 87 |
|
|
2017
Q3 | $30.5M | Sell |
1,054,987
-6,325
| -0.6% | -$176K | 0.26% | 87 |
|
|
2017
Q2 | $28.4M | Sell |
1,061,312
-230
| -0% | -$6.08K | 0.25% | 91 |
|
|
2017
Q1 | $28.5M | Sell |
1,061,542
-246,640
| -19% | -$6.66M | 0.27% | 84 |
|
|
2016
Q4 | $34.2M | Buy |
1,308,182
+1,239,770
| +1,812% | +$32M | 0.33% | 64 |
|
|
2016
Q3 | $1.76M | Sell |
68,412
-2,158
| -3% | -$54.7K | 0.02% | 622 |
|
|
2016
Q2 | $1.76M | Buy |
70,570
+38,549
| +120% | +$944K | 0.02% | 582 |
|
|
2016
Q1 | $759K | Sell |
32,021
-6,923
| -18% | -$148K | 0.01% | 770 |
|
|
2015
Q4 | $837K | Buy |
38,944
+25,925
| +199% | +$602K | 0.01% | 739 |
|
|
2015
Q3 | $299K | Sell |
13,019
-3,369
| -21% | -$82.9K | ﹤0.01% | 1055 |
|
|
2015
Q2 | $437K | Buy |
16,388
+3,546
| +28% | +$100K | 0.01% | 961 |
|
|
2015
Q1 | $374K | Sell |
12,842
-180
| -1% | -$4.94K | ﹤0.01% | 1010 |
|
|
2014
Q4 | $376K | Sell |
13,022
-134,294
| -91% | -$3.95M | 0.01% | 904 |
|
|
2014
Q3 | $4.52M | Buy |
147,316
+12,673
| +9% | +$408K | 0.08% | 275 |
|
|
2014
Q2 | $4.34M | Sell |
134,643
-119,557
| -47% | -$3.66M | 0.08% | 255 |
|
|
2014
Q1 | $7.51M | Sell |
254,200
-22,151
| -8% | -$638K | 0.16% | 149 |
|
|
2013
Q4 | $8.06M | Sell |
276,351
-8,821
| -3% | -$255K | 0.27% | 102 |
|
|
2013
Q3 | $8.07M | Buy |
285,172
+151,487
| +113% | +$4.2M | 0.26% | 87 |
|
|
2013
Q2 | $3.5M | Buy |
+133,685
| New | +$3.68M | 0.09% | 235 |
|
Other funds holding EWC
United Capital Financial Advisors's EWC Position: Q2 2026 in Review
United Capital Financial Advisors reduced its iShares MSCI Canada ETF (EWC) stake by 1.7% in Q2 2026, selling an estimated $10.1K and leaving 9,939 shares worth $573K. The position accounts for ﹤0.01% of the portfolio, ranked #1043.
United Capital Financial Advisors first reported a position in EWC in Q2 2013 and has held it in 40 quarters since. The position peaked at $34.2M in Q4 2016. 390 funds tracked by Wall St. Rank hold EWC as of Q2 2026.
- United Capital Financial Advisors held 9,939 shares of iShares MSCI Canada ETF worth $573K as of Q2 2026.
- United Capital Financial Advisors sold 174 iShares MSCI Canada ETF shares in Q2 2026, an estimated $10.1K.
- iShares MSCI Canada ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1043 holding.
- United Capital Financial Advisors first reported a position in iShares MSCI Canada ETF in Q2 2013 and has held it in 40 quarters since.
- United Capital Financial Advisors's iShares MSCI Canada ETF position peaked at $34.2M in Q4 2016.
- 390 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q2 2026.
Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.