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Wellington-Altus USA’s iShares MSCI Canada ETF EWC Stock Holding History

Wellington-Altus USA’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
2026
Q2 		$26.6K Sell
486
-4,724
-91% -$273K 0.02% 442
2026
Q1 		$300K Buy
5,210
+4,724
+972% +$262K 0.18% 119
2025
Q4 		$26.2K Buy
+486
New +$25.1K 0.02% 432

Other funds holding EWC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return

Wellington-Altus USA's EWC Position: Q2 2026 in Review

Wellington-Altus USA reduced its iShares MSCI Canada ETF (EWC) stake by 91% in Q2 2026, selling an estimated $273K and leaving 486 shares worth $26.6K. The position accounts for 0.02% of the portfolio, ranked #442.

Wellington-Altus USA first reported a position in EWC in Q4 2025 and has held it in 3 quarters since. The position peaked at $300K in Q1 2026. 391 funds tracked by Wall St. Rank hold EWC as of Q2 2026.

  • Wellington-Altus USA held 486 shares of iShares MSCI Canada ETF worth $26.6K as of Q2 2026.
  • Wellington-Altus USA sold 4,724 iShares MSCI Canada ETF shares in Q2 2026, an estimated $273K.
  • iShares MSCI Canada ETF made up 0.02% of Wellington-Altus USA's portfolio in Q2 2026, its #442 holding.
  • Wellington-Altus USA first reported a position in iShares MSCI Canada ETF in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's iShares MSCI Canada ETF position peaked at $300K in Q1 2026.
  • 391 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.