Valley National Advisers’s iShares MSCI Canada ETF EWC Stock Holding History

Valley National Advisers’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	-30	Closed	-$1K	–	1233
2023 Q4	$1K	Hold	30	–	–	﹤0.01%	1064
2023 Q3	$1K	Hold	30	–	–	﹤0.01%	927
2023 Q2	$2K	Hold	30	–	–	﹤0.01%	781
2023 Q1	$1K	Hold	30	–	–	﹤0.01%	809
2022 Q4	$1K	Hold	30	–	–	﹤0.01%	782
2022 Q3	$1K	Hold	30	–	–	﹤0.01%	833
2022 Q2	$1K	Hold	30	–	–	﹤0.01%	815
2022 Q1	$1K	Hold	30	–	–	﹤0.01%	839
2021 Q4	$1K	Hold	30	–	–	﹤0.01%	841
2021 Q3	$1K	Buy	+30	New	+$1.11K	﹤0.01%	812

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

Valley National Advisers's EWC Position: Q1 2024 in Review

Valley National Advisers sold out of iShares MSCI Canada ETF (EWC) in Q1 2024, closing a stake of 30 shares — an estimated $1K sold.

Valley National Advisers first reported a position in EWC in Q3 2021 and held it in 10 quarters. The position peaked at $2K in Q2 2023. 281 funds tracked by Wall St. Rank hold EWC as of Q1 2024.

Valley National Advisers reported no remaining iShares MSCI Canada ETF position as of Q1 2024 after selling out during the quarter.
Valley National Advisers sold 30 iShares MSCI Canada ETF shares in Q1 2024, an estimated $1K.
Valley National Advisers first reported a position in iShares MSCI Canada ETF in Q3 2021 and held it in 10 quarters.
Valley National Advisers's iShares MSCI Canada ETF position peaked at $2K in Q2 2023.
281 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q1 2024.

Based on Valley National Advisers's 13F filing for Q1 2024, filed 19 Apr 2024.