BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s iShares MSCI Canada ETF EWC Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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 Q3	$3.74K	Sell	64 -42	-40%	-$2.53K	﹤0.01%	1249
2026 Q2	$6.11K	Buy	106 +64	+152%	+$3.7K	﹤0.01%	1729
2026 Q1	$2.3K	Sell	42 -164	-80%	-$9.11K	﹤0.01%	2056
2025 Q4	$11.1K	Buy	206 +164	+390%	+$8.48K	﹤0.01%	1565
2025 Q3	$2.12K	Hold	42	–	–	﹤0.01%	2061
2025 Q2	$1.94K	Hold	42	–	–	﹤0.01%	2016
2025 Q1	$1.71K	Hold	42	–	–	﹤0.01%	2023
2024 Q4	$1.69K	Hold	42	–	–	﹤0.01%	1932
2024 Q3	$1.74K	Buy	+42	New	+$1.64K	﹤0.01%	2003

Other funds holding EWC

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Korea Investment Corp Seoul, South Korea $53B AUM 34.82% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s EWC Position: Q3 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reduced its iShares MSCI Canada ETF (EWC) stake by 40% in Q3 2026, selling an estimated $2.53K and leaving 64 shares worth $3.74K. The position accounts for ﹤0.01% of the portfolio, ranked #1249.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in EWC in Q3 2024 and has held it in 9 quarters since. The position peaked at $11.1K in Q4 2025. 330 funds tracked by Wall St. Rank hold EWC as of Q3 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 64 shares of iShares MSCI Canada ETF worth $3.74K as of Q3 2026.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 42 iShares MSCI Canada ETF shares in Q3 2026, an estimated $2.53K.
iShares MSCI Canada ETF made up ﹤0.01% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q3 2026, its #1249 holding.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in iShares MSCI Canada ETF in Q3 2024 and has held it in 9 quarters since.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s iShares MSCI Canada ETF position peaked at $11.1K in Q4 2025.
330 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q3 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q3 2026, filed 13 Nov 2026.