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Wealthsimple’s iShares MSCI Canada ETF EWC Stock Holding History

Wealthsimple’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
Q3 		$1.27M Buy
41,150
+643
+2% +$21.9K 0.05% 13
2022
Q2 		$1.36M Buy
40,507
+1,187
+3% +$44K 0.05% 11
2022
Q1 		$1.58M Buy
39,320
+457
+1% +$17.7K 0.05% 11
2021
Q4 		$1.49M Buy
+38,863
New +$1.49M 0.05% 9

Other funds holding EWC

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return

Wealthsimple's EWC Position: Q3 2022 in Review

Wealthsimple increased its iShares MSCI Canada ETF (EWC) stake by 1.6% in Q3 2022, buying an estimated $21.9K and bringing the position to 41,150 shares worth $1.27M. The position accounts for 0.05% of the portfolio, ranked #13.

Wealthsimple first reported a position in EWC in Q4 2021 and has held it in 4 quarters since. The position peaked at $1.58M in Q1 2022. 277 funds tracked by Wall St. Rank hold EWC as of Q3 2022.

  • Wealthsimple held 41,150 shares of iShares MSCI Canada ETF worth $1.27M as of Q3 2022.
  • Wealthsimple bought 643 iShares MSCI Canada ETF shares in Q3 2022, an estimated $21.9K.
  • iShares MSCI Canada ETF made up 0.05% of Wealthsimple's portfolio in Q3 2022, its #13 holding.
  • Wealthsimple first reported a position in iShares MSCI Canada ETF in Q4 2021 and has held it in 4 quarters since.
  • Wealthsimple's iShares MSCI Canada ETF position peaked at $1.58M in Q1 2022.
  • 277 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q3 2022.

Based on Wealthsimple's 13F filing for Q3 2022, filed 8 Nov 2022.