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FSA Wealth Management’s iShares MSCI Brazil ETF EWZ Stock Holding History

FSA Wealth Management’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
Q1 		$4.86K Hold
150
– – ﹤0.01% 453
2023
Q4 		$5K Buy
+150
New +$4.86K ﹤0.01% 419

Other funds holding EWZ

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

FSA Wealth Management's EWZ Position: Q1 2024 in Review

FSA Wealth Management held its iShares MSCI Brazil ETF (EWZ) position steady in Q1 2024 at 150 shares worth $4.86K. The position accounts for ﹤0.01% of the portfolio, ranked #453.

FSA Wealth Management first reported a position in EWZ in Q4 2023 and has held it in 2 quarters since. The position peaked at $5K in Q4 2023. 288 funds tracked by Wall St. Rank hold EWZ as of Q1 2024.

  • FSA Wealth Management held 150 shares of iShares MSCI Brazil ETF worth $4.86K as of Q1 2024.
  • FSA Wealth Management left its iShares MSCI Brazil ETF share count unchanged in Q1 2024.
  • iShares MSCI Brazil ETF made up ﹤0.01% of FSA Wealth Management's portfolio in Q1 2024, its #453 holding.
  • FSA Wealth Management first reported a position in iShares MSCI Brazil ETF in Q4 2023 and has held it in 2 quarters since.
  • FSA Wealth Management's iShares MSCI Brazil ETF position peaked at $5K in Q4 2023.
  • 288 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q1 2024.

Based on FSA Wealth Management's 13F filing for Q1 2024, filed 16 May 2024.