Heartwood Wealth Advisors’s iShares MSCI Brazil ETF EWZ Stock Holding History

Heartwood Wealth Advisors’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	-15,590	Closed	-$460K	–	175
2024 Q3	$460K	Buy	15,590 +1,195	+8%	+$34.7K	0.05%	100
2024 Q2	$393K	Buy	14,395 +50	+0.3%	+$1.52K	0.05%	112
2024 Q1	$465K	Buy	14,345 +117	+0.8%	+$3.87K	0.06%	90
2023 Q4	$497K	Hold	14,228	–	–	0.07%	82
2023 Q3	$436K	Buy	14,228 +111	+0.8%	+$3.53K	0.06%	88
2023 Q2	$458K	Buy	14,117 +199	+1%	+$5.92K	0.06%	86
2023 Q1	$381K	Buy	13,918 +939	+7%	+$26.3K	0.06%	90
2022 Q4	$363K	Buy	12,979 +3,052	+31%	+$93.2K	0.06%	94
2022 Q3	$294K	Buy	9,927 +711	+8%	+$21K	0.05%	93
2022 Q2	$252K	Buy	+9,216	New	+$305K	0.04%	103
2021 Q4	–	Sell	-6,962	Closed	-$224K	–	106
2021 Q3	$224K	Buy	+6,962	New	+$255K	0.03%	92

Other funds holding EWZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Heartwood Wealth Advisors's EWZ Position: Q4 2024 in Review

Heartwood Wealth Advisors sold out of iShares MSCI Brazil ETF (EWZ) in Q4 2024, closing a stake of 15,590 shares — an estimated $460K sold.

Heartwood Wealth Advisors first reported a position in EWZ in Q3 2021 and held it in 11 quarters. The position peaked at $497K in Q4 2023. 235 funds tracked by Wall St. Rank hold EWZ as of Q4 2024.

Heartwood Wealth Advisors reported no remaining iShares MSCI Brazil ETF position as of Q4 2024 after selling out during the quarter.
Heartwood Wealth Advisors sold 15,590 iShares MSCI Brazil ETF shares in Q4 2024, an estimated $460K.
Heartwood Wealth Advisors first reported a position in iShares MSCI Brazil ETF in Q3 2021 and held it in 11 quarters.
Heartwood Wealth Advisors's iShares MSCI Brazil ETF position peaked at $497K in Q4 2023.
235 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q4 2024.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2024, filed 10 Jan 2025.