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Cornerstone Planning Group’s iShares MSCI Brazil ETF EWZ Stock Holding History

Cornerstone Planning Group’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
2024
Q4 		– Sell
-51
Closed -$1.43K – 1432
2024
Q3 		$1.43K Hold
51
– – ﹤0.01% 858
2024
Q2 		$1.36K Buy
51
+2
+4% +$61 ﹤0.01% 880
2024
Q1 		$1.58K Sell
49
-194
-80% -$6.42K ﹤0.01% 705
2023
Q4 		$8.49K Sell
243
-191
-44% -$6.18K ﹤0.01% 455
2023
Q3 		$13.3K Buy
+434
New +$13.8K 0.01% 367

Other funds holding EWZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Cornerstone Planning Group's EWZ Position: Q4 2024 in Review

Cornerstone Planning Group sold out of iShares MSCI Brazil ETF (EWZ) in Q4 2024, closing a stake of 51 shares — an estimated $1.43K sold.

Cornerstone Planning Group first reported a position in EWZ in Q3 2023 and held it in 5 quarters. The position peaked at $13.3K in Q3 2023. 235 funds tracked by Wall St. Rank hold EWZ as of Q4 2024.

  • Cornerstone Planning Group reported no remaining iShares MSCI Brazil ETF position as of Q4 2024 after selling out during the quarter.
  • Cornerstone Planning Group sold 51 iShares MSCI Brazil ETF shares in Q4 2024, an estimated $1.43K.
  • Cornerstone Planning Group first reported a position in iShares MSCI Brazil ETF in Q3 2023 and held it in 5 quarters.
  • Cornerstone Planning Group's iShares MSCI Brazil ETF position peaked at $13.3K in Q3 2023.
  • 235 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q4 2024.

Based on Cornerstone Planning Group's 13F filing for Q4 2024, filed 29 Jan 2025.