Heartwood Wealth Advisors’s iShares MSCI Brazil Small-Cap ETF EWZS Stock Holding History

Heartwood Wealth Advisors’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 Q4	–	Sell	-30,407	Closed	-$383K	–	176
2024 Q3	$383K	Buy	30,407 +3,255	+12%	+$40.7K	0.04%	114
2024 Q2	$319K	Buy	27,152 +95	+0.4%	+$1.25K	0.04%	128
2024 Q1	$393K	Sell	27,057 -5,939	-18%	-$84.1K	0.05%	99
2023 Q4	$497K	Hold	32,996	–	–	0.07%	83
2023 Q3	$440K	Buy	32,996 +95	+0.3%	+$1.38K	0.07%	86
2023 Q2	$495K	Buy	32,901 +474	+1%	+$6.25K	0.07%	84
2023 Q1	$379K	Buy	32,427 +1,120	+4%	+$13.3K	0.06%	91
2022 Q4	$366K	Buy	31,307 +2,872	+10%	+$36.9K	0.06%	90
2022 Q3	$365K	Buy	28,435 +1,637	+6%	+$21.2K	0.06%	83
2022 Q2	$315K	Buy	26,798 +334	+1%	+$4.89K	0.05%	94
2022 Q1	$449K	Buy	26,464 +9,515	+56%	+$137K	0.07%	80
2021 Q4	$233K	Buy	+16,949	New	+$243K	0.04%	95

Other funds holding EWZS

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MPM

MBB Public Markets Chicago, Illinois $839M AUM 20.48% 1-Year Est. Return

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

RFWA

RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return

ITIM

Indiana Trust & Investment Management Mishawaka, Indiana $324M AUM 26.64% 1-Year Est. Return

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

Heartwood Wealth Advisors sold out of iShares MSCI Brazil Small-Cap ETF (EWZS) in Q4 2024, closing a stake of 30,407 shares — an estimated $383K sold.

Heartwood Wealth Advisors first reported a position in EWZS in Q4 2021 and held it in 12 quarters. The position peaked at $497K in Q4 2023. 23 funds tracked by Wall St. Rank hold EWZS as of Q4 2024.

Heartwood Wealth Advisors reported no remaining iShares MSCI Brazil Small-Cap ETF position as of Q4 2024 after selling out during the quarter.
Heartwood Wealth Advisors sold 30,407 iShares MSCI Brazil Small-Cap ETF shares in Q4 2024, an estimated $383K.
Heartwood Wealth Advisors first reported a position in iShares MSCI Brazil Small-Cap ETF in Q4 2021 and held it in 12 quarters.
Heartwood Wealth Advisors's iShares MSCI Brazil Small-Cap ETF position peaked at $497K in Q4 2023.
23 funds tracked by Wall St. Rank held iShares MSCI Brazil Small-Cap ETF as of Q4 2024.

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