WFG Advisors’s iShares MSCI Canada ETF EWC Stock Holding History

WFG 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
2017 Q2	$24K	Buy	900 +567	+170%	+$15K	0.01%	896
2017 Q1	$9K	Sell	333 -900	-73%	-$24.3K	﹤0.01%	1102
2016 Q4	$32K	Hold	1,233	–	–	0.01%	827
2016 Q3	$32K	Sell	1,233 -167	-12%	-$4.23K	0.01%	819
2016 Q2	$34K	Hold	1,400	–	–	0.01%	797
2016 Q1	$33K	Hold	1,400	–	–	0.01%	774
2015 Q4	$30K	Sell	1,400 -476	-25%	-$11.1K	0.01%	792
2015 Q3	$43K	Hold	1,876	–	–	0.01%	694
2015 Q2	$50K	Hold	1,876	–	–	0.01%	724
2015 Q1	$51K	Hold	1,876	–	–	0.01%	724
2014 Q4	$54K	Sell	1,876 -1,242	-40%	-$36.6K	0.01%	859
2014 Q3	$96K	Buy	3,118 +490	+19%	+$15.8K	0.02%	681
2014 Q2	$85K	Buy	2,628 +250	+11%	+$7.66K	0.02%	712
2014 Q1	$70K	Sell	2,378 -805	-25%	-$23.2K	0.01%	768
2013 Q4	$93K	Sell	3,183 -4,608	-59%	-$133K	0.01%	769
2013 Q3	$221K	Sell	7,791 -2,029	-21%	-$56.2K	0.03%	455
2013 Q2	$257K	Buy	+9,820	New	+$271K	0.04%	406

Other funds holding EWC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

WFG Advisors's EWC Position: Q2 2017 in Review

WFG Advisors increased its iShares MSCI Canada ETF (EWC) stake by 170% in Q2 2017, buying an estimated $15K and bringing the position to 900 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #896.

WFG Advisors first reported a position in EWC in Q2 2013 and has held it in 17 quarters since. The position peaked at $257K in Q2 2013. 219 funds tracked by Wall St. Rank hold EWC as of Q2 2017.

WFG Advisors held 900 shares of iShares MSCI Canada ETF worth $24K as of Q2 2017.
WFG Advisors bought 567 iShares MSCI Canada ETF shares in Q2 2017, an estimated $15K.
iShares MSCI Canada ETF made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #896 holding.
WFG Advisors first reported a position in iShares MSCI Canada ETF in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's iShares MSCI Canada ETF position peaked at $257K in Q2 2013.
219 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.