Valeo Financial Advisors’s iShares MSCI Canada ETF EWC Stock Holding History

Valeo Financial 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
2021 Q2	–	Sell	-114	Closed	-$4K	–	924
2021 Q1	$4K	Hold	114	–	–	﹤0.01%	1618
2020 Q4	$4K	Hold	114	–	–	﹤0.01%	1408
2020 Q3	$3K	Sell	114 -613	-84%	-$16.9K	﹤0.01%	1341
2020 Q2	$19K	Buy	727 +613	+538%	+$15K	﹤0.01%	1073
2020 Q1	$3K	Hold	114	–	–	﹤0.01%	1409
2019 Q4	$3K	Sell	114 -811	-88%	-$23.7K	﹤0.01%	1386
2019 Q3	$27K	Hold	925	–	–	﹤0.01%	771
2019 Q2	$26K	Buy	925 +811	+711%	+$22.8K	﹤0.01%	775
2019 Q1	$3K	Hold	114	–	–	﹤0.01%	1282
2018 Q4	$3K	Hold	114	–	–	﹤0.01%	1201
2018 Q3	$3K	Hold	114	–	–	﹤0.01%	1342
2018 Q2	$3K	Hold	114	–	–	﹤0.01%	1250
2018 Q1	$3K	Buy	+114	New	+$3.27K	﹤0.01%	1249

Other funds holding EWC

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

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

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

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 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

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return

Valeo Financial Advisors's EWC Position: Q2 2021 in Review

Valeo Financial Advisors sold out of iShares MSCI Canada ETF (EWC) in Q2 2021, closing a stake of 114 shares — an estimated $4K sold.

Valeo Financial Advisors first reported a position in EWC in Q1 2018 and held it in 13 quarters. The position peaked at $27K in Q3 2019. 275 funds tracked by Wall St. Rank hold EWC as of Q2 2021.

Valeo Financial Advisors reported no remaining iShares MSCI Canada ETF position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 114 iShares MSCI Canada ETF shares in Q2 2021, an estimated $4K.
Valeo Financial Advisors first reported a position in iShares MSCI Canada ETF in Q1 2018 and held it in 13 quarters.
Valeo Financial Advisors's iShares MSCI Canada ETF position peaked at $27K in Q3 2019.
275 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.