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Carolinas Wealth Consulting’s iShares MSCI Brazil ETF EWZ Stock Holding History

Carolinas Wealth Consulting’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
Q4 		– Sell
-118
Closed -$4K – 979
2021
Q3 		$4K Hold
118
– – ﹤0.01% 696
2021
Q2 		$5K Hold
118
– – ﹤0.01% 689
2021
Q1 		$4K Hold
118
– – ﹤0.01% 733
2020
Q4 		$4K Buy
+118
New +$3.81K ﹤0.01% 666

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PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Carolinas Wealth Consulting's EWZ Position: Q4 2021 in Review

Carolinas Wealth Consulting sold out of iShares MSCI Brazil ETF (EWZ) in Q4 2021, closing a stake of 118 shares — an estimated $4K sold.

Carolinas Wealth Consulting first reported a position in EWZ in Q4 2020 and held it in 4 quarters. The position peaked at $5K in Q2 2021. 237 funds tracked by Wall St. Rank hold EWZ as of Q4 2021.

  • Carolinas Wealth Consulting reported no remaining iShares MSCI Brazil ETF position as of Q4 2021 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 118 iShares MSCI Brazil ETF shares in Q4 2021, an estimated $4K.
  • Carolinas Wealth Consulting first reported a position in iShares MSCI Brazil ETF in Q4 2020 and held it in 4 quarters.
  • Carolinas Wealth Consulting's iShares MSCI Brazil ETF position peaked at $5K in Q2 2021.
  • 237 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q4 2021.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2021, filed 14 Feb 2022.