AG
EWZS icon

Advisor Group’s iShares MSCI Brazil Small-Cap ETF EWZS Stock Holding History

Advisor Group’s Portfolio EWZS Stock Details EWZS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$0 Sell
1
-10,168
-100% -$187K ﹤0.01% 5343
2019
Q3 		$175K Sell
10,169
-189
-2% -$3.3K ﹤0.01% 2417
2019
Q2 		$175K Buy
10,358
+8,763
+549% +$136K ﹤0.01% 2412
2019
Q1 		$24K Buy
+1,595
New +$25.4K ﹤0.01% 3882

Other funds holding EWZS

SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
GC
Globeflex Capital San Diego, California $783M AUM 81.58% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
ZIG
Zurich Insurance Group Zurich, Switzerland $14.4B AUM 63.77% 1-Year Est. Return

Advisor Group's EWZS Position: Q4 2019 in Review

Advisor Group reduced its iShares MSCI Brazil Small-Cap ETF (EWZS) stake by 100% in Q4 2019, selling an estimated $187K and leaving 1 share worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #5343.

Advisor Group first reported a position in EWZS in Q1 2019 and has held it in 4 quarters since. The position peaked at $175K in Q3 2019. 27 funds tracked by Wall St. Rank hold EWZS as of Q4 2019.

  • Advisor Group held 1 share of iShares MSCI Brazil Small-Cap ETF worth $0 as of Q4 2019.
  • Advisor Group sold 10,168 iShares MSCI Brazil Small-Cap ETF shares in Q4 2019, an estimated $187K.
  • iShares MSCI Brazil Small-Cap ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #5343 holding.
  • Advisor Group first reported a position in iShares MSCI Brazil Small-Cap ETF in Q1 2019 and has held it in 4 quarters since.
  • Advisor Group's iShares MSCI Brazil Small-Cap ETF position peaked at $175K in Q3 2019.
  • 27 funds tracked by Wall St. Rank held iShares MSCI Brazil Small-Cap ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.