Winch Advisory Services’s iShares MSCI Canada ETF EWC Stock Holding History

Winch Advisory Services’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
2025 Q1	–	Sell	-214	Closed	-$8.64K	–	513
2024 Q4	$8.64K	Buy	214 +3	+1%	+$125	﹤0.01%	309
2024 Q3	$8.78K	Hold	211	–	–	﹤0.01%	275
2024 Q2	$7.84K	Buy	211 +2	+1%	+$75	﹤0.01%	279
2024 Q1	$8.02K	Hold	209	–	–	﹤0.01%	273
2023 Q4	$7.68K	Buy	209 +2	+1%	+$68	﹤0.01%	278
2023 Q3	$7K	Hold	207	–	–	﹤0.01%	280
2023 Q2	$7K	Buy	207 +2	+1%	+$69	﹤0.01%	282
2023 Q1	$7K	Hold	205	–	–	﹤0.01%	280
2022 Q4	$7K	Buy	205 +3	+1%	+$99	﹤0.01%	262
2022 Q3	$6K	Hold	202	–	–	﹤0.01%	253
2022 Q2	$7K	Buy	+202	New	+$7.48K	﹤0.01%	258

Other funds holding EWC

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

New Vernon Capital Holdings II Morristown, New Jersey $136M AUM 29.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Asset Management One

Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return

Korea Investment Corp

Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return