CFA
EWZ icon

Carroll Financial Associates’s iShares MSCI Brazil ETF EWZ Stock Holding History

Carroll Financial Associates’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
-125
Closed -$4K – 1713
2021
Q3 		$4K Buy
+125
New +$4.57K ﹤0.01% 1415
2014
Q2 		– Sell
-476
Closed -$21K – 925
2014
Q1 		$21K Buy
+476
New +$19.5K 0.01% 415
2013
Q4 		– Sell
-1,676
Closed -$80K – 824
2013
Q3 		$80K Buy
1,676
+476
+40% +$21.2K 0.03% 227
2013
Q2 		$52K Buy
+1,200
New +$62.3K 0.03% 231

Other funds holding EWZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Carroll Financial Associates's EWZ Position: Q4 2021 in Review

Carroll Financial Associates sold out of iShares MSCI Brazil ETF (EWZ) in Q4 2021, closing a stake of 125 shares — an estimated $4K sold.

Carroll Financial Associates first reported a position in EWZ in Q2 2013 and held it in 4 quarters. The position peaked at $80K in Q3 2013. 238 funds tracked by Wall St. Rank hold EWZ as of Q4 2021.

  • Carroll Financial Associates reported no remaining iShares MSCI Brazil ETF position as of Q4 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 125 iShares MSCI Brazil ETF shares in Q4 2021, an estimated $4K.
  • Carroll Financial Associates first reported a position in iShares MSCI Brazil ETF in Q2 2013 and held it in 4 quarters.
  • Carroll Financial Associates's iShares MSCI Brazil ETF position peaked at $80K in Q3 2013.
  • 238 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.