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Wealthspire Advisors (Maryland)’s iShares MSCI Canada ETF EWC Stock Holding History

Wealthspire Advisors (Maryland)’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
2016
Q2 		– Sell
-80
Closed -$2K – 1722
2016
Q1 		$2K Hold
80
– – ﹤0.01% 1523
2015
Q4 		$2K Buy
+80
New +$1.86K ﹤0.01% 1518

Other funds holding EWC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
ZIG
Zurich Insurance Group Zurich, Switzerland $14.4B AUM 63.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MTB
Mizuho Trust & Banking Tokyo, Japan $25.2M AUM 15.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s EWC Position: Q2 2016 in Review

Wealthspire Advisors (Maryland) sold out of iShares MSCI Canada ETF (EWC) in Q2 2016, closing a stake of 80 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in EWC in Q4 2015 and held it in 2 quarters. The position peaked at $2K in Q1 2016. 228 funds tracked by Wall St. Rank hold EWC as of Q2 2016.

  • Wealthspire Advisors (Maryland) reported no remaining iShares MSCI Canada ETF position as of Q2 2016 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 80 iShares MSCI Canada ETF shares in Q2 2016, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in iShares MSCI Canada ETF in Q4 2015 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s iShares MSCI Canada ETF position peaked at $2K in Q1 2016.
  • 228 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q2 2016.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2016, filed 12 Aug 2016.