Wealthcare Capital Management’s iShares MSCI Canada ETF EWC Stock Holding History

Wealthcare Capital 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
2020 Q1	–	Sell	-71	Closed	-$2K	–	385
2019 Q4	$2K	Sell	71 -68	-49%	-$1.98K	﹤0.01%	448
2019 Q3	$4K	Hold	139	–	–	﹤0.01%	171
2019 Q2	$4K	Sell	139 -4,826	-97%	-$136K	﹤0.01%	163
2019 Q1	$137K	Sell	4,965 -10,502	-68%	-$283K	0.02%	63
2018 Q4	$371K	Sell	15,467 -4,123	-21%	-$109K	0.06%	38
2018 Q3	$564K	Hold	19,590	–	–	0.07%	26
2018 Q2	$559K	Sell	19,590 -99	-0.5%	-$2.81K	0.06%	28
2018 Q1	$543K	Sell	19,689 -1,143	-5%	-$32.8K	0.06%	28
2017 Q4	$617K	Sell	20,832 -1,831	-8%	-$53.3K	0.07%	25
2017 Q3	$656K	Sell	22,663 -6,221	-22%	-$173K	0.07%	24
2017 Q2	$773K	Sell	28,884 -2,359	-8%	-$62.4K	0.09%	23
2017 Q1	$840K	Buy	+31,243	New	+$843K	0.09%	23

Other funds holding EWC

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LMGAM

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

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

Wealthcare Capital Management's EWC Position: Q1 2020 in Review

Wealthcare Capital Management sold out of iShares MSCI Canada ETF (EWC) in Q1 2020, closing a stake of 71 shares — an estimated $2K sold.

Wealthcare Capital Management first reported a position in EWC in Q1 2017 and held it in 12 quarters. The position peaked at $840K in Q1 2017. 217 funds tracked by Wall St. Rank hold EWC as of Q1 2020.

Wealthcare Capital Management reported no remaining iShares MSCI Canada ETF position as of Q1 2020 after selling out during the quarter.
Wealthcare Capital Management sold 71 iShares MSCI Canada ETF shares in Q1 2020, an estimated $2K.
Wealthcare Capital Management first reported a position in iShares MSCI Canada ETF in Q1 2017 and held it in 12 quarters.
Wealthcare Capital Management's iShares MSCI Canada ETF position peaked at $840K in Q1 2017.
217 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q1 2020.

Based on Wealthcare Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.