Concord Wealth Partners’s iShares MSCI Brazil ETF EWZ Stock Holding History

Concord Wealth Partners’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
2023 Q1	–	Sell	-166	Closed	-$4.64K	–	1070
2022 Q4	$4.64K	Buy	+166	New	+$5.07K	﹤0.01%	778

Other funds holding EWZ

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MPM

MBB Public Markets Chicago, Illinois $926M AUM 11.38% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Concord Wealth Partners's EWZ Position: Q1 2023 in Review

Concord Wealth Partners sold out of iShares MSCI Brazil ETF (EWZ) in Q1 2023, closing a stake of 166 shares — an estimated $4.64K sold.

Concord Wealth Partners first reported a position in EWZ in Q4 2022 and held it in 1 quarter. The position peaked at $4.64K in Q4 2022. 240 funds tracked by Wall St. Rank hold EWZ as of Q1 2023.

Concord Wealth Partners reported no remaining iShares MSCI Brazil ETF position as of Q1 2023 after selling out during the quarter.
Concord Wealth Partners sold 166 iShares MSCI Brazil ETF shares in Q1 2023, an estimated $4.64K.
Concord Wealth Partners first reported a position in iShares MSCI Brazil ETF in Q4 2022 and held it in 1 quarter.
Concord Wealth Partners's iShares MSCI Brazil ETF position peaked at $4.64K in Q4 2022.
240 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.