Wealthcare Advisory Partners’s iShares MSCI Canada ETF EWC Stock Holding History

Wealthcare Advisory Partners’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
2022 Q2	–	Sell	-5,013	Closed	-$202K	–	579
2022 Q1	$202K	Sell	5,013 -220	-4%	-$8.5K	0.01%	522
2021 Q4	$201K	Buy	+5,233	New	+$201K	0.01%	547
2021 Q3	–	Sell	-5,506	Closed	-$205K	–	553
2021 Q2	$205K	Sell	5,506 -103	-2%	-$3.77K	0.01%	518
2021 Q1	$191K	Buy	+5,609	New	+$184K	0.01%	492
2020 Q2	–	Sell	-9,191	Closed	-$201K	–	638
2020 Q1	$201K	Sell	9,191 -23,932	-72%	-$655K	0.03%	261
2019 Q4	$990K	Sell	33,123 -24,237	-42%	-$707K	0.13%	108
2019 Q3	$1.66M	Sell	57,360 -355	-0.6%	-$10.1K	0.24%	58
2019 Q2	$1.65M	Sell	57,715 -5,179	-8%	-$146K	0.26%	57
2019 Q1	$1.74M	Sell	62,894 -159,163	-72%	-$4.29M	0.3%	49
2018 Q4	$5.32M	Sell	222,057 -3,817	-2%	-$101K	1.03%	19
2018 Q3	$6.5M	Buy	225,874 +35,467	+19%	+$1.02M	1.19%	16
2018 Q2	$5.43M	Buy	190,407 +53,141	+39%	+$1.51M	1.06%	18
2018 Q1	$3.78M	Buy	137,266 +62,702	+84%	+$1.8M	0.85%	23
2017 Q4	$2.21M	Buy	74,564 +6,786	+10%	+$198K	0.57%	27
2017 Q3	$1.96M	Buy	67,778 +4,503	+7%	+$125K	0.58%	25
2017 Q2	$1.69M	Buy	63,275 +2,398	+4%	+$63.4K	0.82%	21
2017 Q1	$1.64M	Buy	+60,877	New	+$1.64M	0.89%	18

Other funds holding EWC

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Wealthcare Advisory Partners's EWC Position: Q2 2022 in Review

Wealthcare Advisory Partners sold out of iShares MSCI Canada ETF (EWC) in Q2 2022, closing a stake of 5,013 shares — an estimated $202K sold.

Wealthcare Advisory Partners first reported a position in EWC in Q1 2017 and held it in 17 quarters. The position peaked at $6.5M in Q3 2018. 284 funds tracked by Wall St. Rank hold EWC as of Q2 2022.

Wealthcare Advisory Partners reported no remaining iShares MSCI Canada ETF position as of Q2 2022 after selling out during the quarter.
Wealthcare Advisory Partners sold 5,013 iShares MSCI Canada ETF shares in Q2 2022, an estimated $202K.
Wealthcare Advisory Partners first reported a position in iShares MSCI Canada ETF in Q1 2017 and held it in 17 quarters.
Wealthcare Advisory Partners's iShares MSCI Canada ETF position peaked at $6.5M in Q3 2018.
284 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q2 2022.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2022, filed 15 Aug 2022.