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

Venturi 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
2025
Q1 		– Sell
-790
Closed -$31.8K – 974
2024
Q4 		$31.8K Hold
790
– – ﹤0.01% 1148
2024
Q3 		$32.8K Hold
790
– – ﹤0.01% 884
2024
Q2 		$29.3K Hold
790
– – ﹤0.01% 828
2024
Q1 		$30.2K Hold
790
– – ﹤0.01% 626
2023
Q4 		$29K Hold
790
– – ﹤0.01% 604
2023
Q3 		$26.4K Buy
790
+76
+11% +$2.63K ﹤0.01% 563
2023
Q2 		$25K Hold
714
– – ﹤0.01% 515
2023
Q1 		$24.4K Buy
+714
New +$24.5K ﹤0.01% 562

Other funds holding EWC

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Venturi Wealth Management's EWC Position: Q1 2025 in Review

Venturi Wealth Management sold out of iShares MSCI Canada ETF (EWC) in Q1 2025, closing a stake of 790 shares — an estimated $31.8K sold.

Venturi Wealth Management first reported a position in EWC in Q1 2023 and held it in 8 quarters. The position peaked at $32.8K in Q3 2024. 294 funds tracked by Wall St. Rank hold EWC as of Q1 2025.

  • Venturi Wealth Management reported no remaining iShares MSCI Canada ETF position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 790 iShares MSCI Canada ETF shares in Q1 2025, an estimated $31.8K.
  • Venturi Wealth Management first reported a position in iShares MSCI Canada ETF in Q1 2023 and held it in 8 quarters.
  • Venturi Wealth Management's iShares MSCI Canada ETF position peaked at $32.8K in Q3 2024.
  • 294 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.