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Heritage Financial Services’s iShares MSCI Brazil Small-Cap ETF EWZS Stock Holding History

Heritage Financial Services’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
2022
Q3 		– Sell
-290
Closed -$3K – 196
2022
Q2 		$3K Buy
+290
New +$4.25K ﹤0.01% 388

Other funds holding EWZS

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SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
SL
Sentinus LLC Oak Brook, Illinois $1.11B AUM 17.13% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
CBFP
Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return
I2I
Insight 2811 Inc Chicago, Illinois $239M AUM 8.89% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Heritage Financial Services's EWZS Position: Q3 2022 in Review

Heritage Financial Services sold out of iShares MSCI Brazil Small-Cap ETF (EWZS) in Q3 2022, closing a stake of 290 shares — an estimated $3K sold.

Heritage Financial Services first reported a position in EWZS in Q2 2022 and held it in 1 quarter. The position peaked at $3K in Q2 2022. 23 funds tracked by Wall St. Rank hold EWZS as of Q3 2022.

  • Heritage Financial Services reported no remaining iShares MSCI Brazil Small-Cap ETF position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 290 iShares MSCI Brazil Small-Cap ETF shares in Q3 2022, an estimated $3K.
  • Heritage Financial Services first reported a position in iShares MSCI Brazil Small-Cap ETF in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's iShares MSCI Brazil Small-Cap ETF position peaked at $3K in Q2 2022.
  • 23 funds tracked by Wall St. Rank held iShares MSCI Brazil Small-Cap ETF as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.