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Custom Portfolio Group’s iShares MSCI Brazil Small-Cap ETF EWZS Stock Holding History

Custom Portfolio Group’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
2024
Q2 		$15K Hold
1,277
– – 0.01% 153
2024
Q1 		$18.6K Hold
1,277
– – 0.02% 144
2023
Q4 		$19.2K Buy
+1,277
New +$17.5K 0.02% 138

Other funds holding EWZS

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $600M AUM 36.53% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
ITIM
Indiana Trust & Investment Management Mishawaka, Indiana $366M AUM 33.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Custom Portfolio Group's EWZS Position: Q2 2024 in Review

Custom Portfolio Group held its iShares MSCI Brazil Small-Cap ETF (EWZS) position steady in Q2 2024 at 1,277 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #153.

Custom Portfolio Group first reported a position in EWZS in Q4 2023 and has held it in 3 quarters since. The position peaked at $19.2K in Q4 2023. 28 funds tracked by Wall St. Rank hold EWZS as of Q2 2024.

  • Custom Portfolio Group held 1,277 shares of iShares MSCI Brazil Small-Cap ETF worth $15K as of Q2 2024.
  • Custom Portfolio Group left its iShares MSCI Brazil Small-Cap ETF share count unchanged in Q2 2024.
  • iShares MSCI Brazil Small-Cap ETF made up 0.01% of Custom Portfolio Group's portfolio in Q2 2024, its #153 holding.
  • Custom Portfolio Group first reported a position in iShares MSCI Brazil Small-Cap ETF in Q4 2023 and has held it in 3 quarters since.
  • Custom Portfolio Group's iShares MSCI Brazil Small-Cap ETF position peaked at $19.2K in Q4 2023.
  • 28 funds tracked by Wall St. Rank held iShares MSCI Brazil Small-Cap ETF as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.