Waverly Advisors’s iShares MSCI Canada ETF EWC Stock Holding History

Waverly 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
2026 Q1	$414K	Buy	7,554 +56	+0.7%	+$3.11K	﹤0.01%	1164
2025 Q4	$404K	Buy	7,498 +1,592	+27%	+$82.3K	﹤0.01%	1093
2025 Q3	$299K	Hold	5,906	–	–	﹤0.01%	1042
2025 Q2	$273K	Hold	5,906	–	–	﹤0.01%	1007
2025 Q1	$241K	Hold	5,906	–	–	﹤0.01%	997
2024 Q4	$238K	Buy	+5,906	New	+$246K	﹤0.01%	886
2018 Q1	–	Sell	-500	Closed	-$15K	–	247
2017 Q4	$15K	Buy	+500	New	+$14.6K	﹤0.01%	303
2015 Q4	–	Sell	-500	Closed	-$12K	–	212
2015 Q3	$12K	Hold	500	–	–	0.01%	332
2015 Q2	$13K	Buy	+500	New	+$14.1K	0.01%	251
2014 Q1	–	Sell	-1,562	Closed	-$46K	–	734
2013 Q4	$46K	Sell	1,562 -703	-31%	-$20.3K	0.02%	345
2013 Q3	$64K	Buy	+2,265	New	+$62.7K	0.03%	207

Other funds holding EWC

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Waverly Advisors's EWC Position: Q1 2026 in Review

Waverly Advisors increased its iShares MSCI Canada ETF (EWC) stake by 0.75% in Q1 2026, buying an estimated $3.11K and bringing the position to 7,554 shares worth $414K. The position accounts for ﹤0.01% of the portfolio, ranked #1164.

Waverly Advisors first reported a position in EWC in Q3 2013 and has held it in 11 quarters since. 369 funds tracked by Wall St. Rank hold EWC as of Q1 2026.

Waverly Advisors held 7,554 shares of iShares MSCI Canada ETF worth $414K as of Q1 2026.
Waverly Advisors bought 56 iShares MSCI Canada ETF shares in Q1 2026, an estimated $3.11K.
iShares MSCI Canada ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1164 holding.
Waverly Advisors first reported a position in iShares MSCI Canada ETF in Q3 2013 and has held it in 11 quarters since.
369 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.