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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

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UBS Group
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Citadel Advisors
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MPM
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Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 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. 241 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.
  • 241 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.