Cedar Brook Financial Partners’s iShares MSCI Brazil Small-Cap ETF EWZS Stock Holding History

Cedar Brook Financial Partners’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
2023 Q4	–	Sell	-12,383	Closed	-$165K	–	425
2023 Q3	$165K	Hold	12,383	–	–	0.04%	362
2023 Q2	$186K	Hold	12,383	–	–	0.04%	389
2023 Q1	$145K	Hold	12,383	–	–	0.04%	374
2022 Q4	$145K	Hold	12,383	–	–	0.04%	359
2022 Q3	$159K	Hold	12,383	–	–	0.05%	335
2022 Q2	$146K	Hold	12,383	–	–	0.05%	331
2022 Q1	$210K	Hold	12,383	–	–	0.05%	354
2021 Q4	$170K	Hold	12,383	–	–	0.04%	368
2021 Q3	$198K	Hold	12,383	–	–	0.06%	334
2021 Q2	$245K	Hold	12,383	–	–	0.07%	313
2021 Q1	$194K	Hold	12,383	–	–	0.07%	311
2020 Q4	$206K	Hold	12,383	–	–	0.07%	298
2020 Q3	$157K	Hold	12,383	–	–	0.06%	280
2020 Q2	$157K	Hold	12,383	–	–	0.07%	267
2020 Q1	$119K	Buy	+12,383	New	+$222K	0.07%	237

Other funds holding EWZS

Globeflex Capital San Diego, California $661M AUM 50.59% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

RFWA

RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return

ITIM

Indiana Trust & Investment Management Mishawaka, Indiana $324M AUM 26.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Cedar Brook Financial Partners's EWZS Position: Q4 2023 in Review

Cedar Brook Financial Partners sold out of iShares MSCI Brazil Small-Cap ETF (EWZS) in Q4 2023, closing a stake of 12,383 shares — an estimated $165K sold.

Cedar Brook Financial Partners first reported a position in EWZS in Q1 2020 and held it in 15 quarters. The position peaked at $245K in Q2 2021. 31 funds tracked by Wall St. Rank hold EWZS as of Q4 2023.

Cedar Brook Financial Partners reported no remaining iShares MSCI Brazil Small-Cap ETF position as of Q4 2023 after selling out during the quarter.
Cedar Brook Financial Partners sold 12,383 iShares MSCI Brazil Small-Cap ETF shares in Q4 2023, an estimated $165K.
Cedar Brook Financial Partners first reported a position in iShares MSCI Brazil Small-Cap ETF in Q1 2020 and held it in 15 quarters.
Cedar Brook Financial Partners's iShares MSCI Brazil Small-Cap ETF position peaked at $245K in Q2 2021.
31 funds tracked by Wall St. Rank held iShares MSCI Brazil Small-Cap ETF as of Q4 2023.

Based on Cedar Brook Financial Partners's 13F filing for Q4 2023, filed 12 Jan 2024.