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Wetzel Investment Advisors’s iShares MSCI Canada ETF EWC Stock Holding History

Wetzel Investment Advisors’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
2024
Q3 		– Sell
-206
Closed -$7.89K – 373
2024
Q2 		$7.89K Hold
206
– – ﹤0.01% 499
2024
Q1 		$7.59K Hold
206
– – ﹤0.01% 592
2023
Q4 		$8K Buy
+206
New +$7.02K ﹤0.01% 573

Other funds holding EWC

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Wetzel Investment Advisors's EWC Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of iShares MSCI Canada ETF (EWC) in Q3 2024, closing a stake of 206 shares — an estimated $7.89K sold.

Wetzel Investment Advisors first reported a position in EWC in Q4 2023 and held it in 3 quarters. The position peaked at $8K in Q4 2023. 277 funds tracked by Wall St. Rank hold EWC as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining iShares MSCI Canada ETF position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 206 iShares MSCI Canada ETF shares in Q3 2024, an estimated $7.89K.
  • Wetzel Investment Advisors first reported a position in iShares MSCI Canada ETF in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's iShares MSCI Canada ETF position peaked at $8K in Q4 2023.
  • 277 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.