WealthSource Partners’s iShares MSCI Canada ETF EWC Stock Holding History

WealthSource 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
2021 Q2	–	Sell	-20,072	Closed	-$683K	–	476
2021 Q1	$683K	Sell	20,072 -5,595	-22%	-$183K	0.07%	196
2020 Q4	$792K	Sell	25,667 -3,910	-13%	-$115K	0.09%	144
2020 Q3	$811K	Sell	29,577 -1,337	-4%	-$36.9K	0.11%	127
2020 Q2	$800K	Buy	30,914 +2,537	+9%	+$62K	0.12%	122
2020 Q1	$620K	Sell	28,377 -3,128	-10%	-$85.6K	0.1%	153
2019 Q4	$942K	Sell	31,505 -1,899	-6%	-$55.4K	0.12%	150
2019 Q3	$965K	Buy	+33,404	New	+$952K	0.14%	151

Other funds holding EWC

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

LMGAM

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

WealthSource Partners's EWC Position: Q2 2021 in Review

WealthSource Partners sold out of iShares MSCI Canada ETF (EWC) in Q2 2021, closing a stake of 20,072 shares — an estimated $683K sold.

WealthSource Partners first reported a position in EWC in Q3 2019 and held it in 7 quarters. The position peaked at $965K in Q3 2019. 275 funds tracked by Wall St. Rank hold EWC as of Q2 2021.

WealthSource Partners reported no remaining iShares MSCI Canada ETF position as of Q2 2021 after selling out during the quarter.
WealthSource Partners sold 20,072 iShares MSCI Canada ETF shares in Q2 2021, an estimated $683K.
WealthSource Partners first reported a position in iShares MSCI Canada ETF in Q3 2019 and held it in 7 quarters.
WealthSource Partners's iShares MSCI Canada ETF position peaked at $965K in Q3 2019.
275 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q2 2021.

Based on WealthSource Partners's 13F filing for Q2 2021, filed 18 Nov 2021.