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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

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

Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Winch Advisory Services's EWC Position: Q1 2025 in Review

Winch Advisory Services sold out of iShares MSCI Canada ETF (EWC) in Q1 2025, closing a stake of 214 shares — an estimated $8.64K sold.

Winch Advisory Services first reported a position in EWC in Q2 2022 and held it in 11 quarters. The position peaked at $8.78K in Q3 2024. 294 funds tracked by Wall St. Rank hold EWC as of Q1 2025.

Winch Advisory Services reported no remaining iShares MSCI Canada ETF position as of Q1 2025 after selling out during the quarter.
Winch Advisory Services sold 214 iShares MSCI Canada ETF shares in Q1 2025, an estimated $8.64K.
Winch Advisory Services first reported a position in iShares MSCI Canada ETF in Q2 2022 and held it in 11 quarters.
Winch Advisory Services's iShares MSCI Canada ETF position peaked at $8.78K in Q3 2024.
294 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q1 2025.

Based on Winch Advisory Services's 13F filing for Q1 2025, filed 6 May 2025.