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Caldwell Trust’s iShares MSCI Brazil ETF EWZ Stock Holding History

Caldwell Trust’s Portfolio EWZ Stock Details EWZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-125
Closed -$4.18K – 742
2021
Q1 		$4.18K Hold
125
– – ﹤0.01% 682
2020
Q4 		$4.63K Hold
125
– – ﹤0.01% 675
2020
Q3 		$3.46K Hold
125
– – ﹤0.01% 683
2020
Q2 		$3.6K Hold
125
– – ﹤0.01% 714
2020
Q1 		$2.94K Hold
125
– – ﹤0.01% 734
2019
Q4 		$5.93K Buy
+125
New +$5.47K ﹤0.01% 728

Other funds holding EWZ

PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
VM
VPR Management Houston, Texas $249M AUM 23.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Caldwell Trust's EWZ Position: Q2 2021 in Review

Caldwell Trust sold out of iShares MSCI Brazil ETF (EWZ) in Q2 2021, closing a stake of 125 shares — an estimated $4.18K sold.

Caldwell Trust first reported a position in EWZ in Q4 2019 and held it in 6 quarters. The position peaked at $5.93K in Q4 2019. 248 funds tracked by Wall St. Rank hold EWZ as of Q2 2021.

  • Caldwell Trust reported no remaining iShares MSCI Brazil ETF position as of Q2 2021 after selling out during the quarter.
  • Caldwell Trust sold 125 iShares MSCI Brazil ETF shares in Q2 2021, an estimated $4.18K.
  • Caldwell Trust first reported a position in iShares MSCI Brazil ETF in Q4 2019 and held it in 6 quarters.
  • Caldwell Trust's iShares MSCI Brazil ETF position peaked at $5.93K in Q4 2019.
  • 248 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q2 2021.

Based on Caldwell Trust's 13F filing for Q2 2021, filed 2 Oct 2025.