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Herr Investment Group’s iShares MSCI Brazil Small-Cap ETF EWZS Stock Holding History

Herr Investment 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
2023
Q4 		– Sell
-25,000
Closed -$334K – 72
2023
Q3 		$334K Buy
+25,000
New +$362K 0.03% 48

Other funds holding EWZS

GC
Globeflex Capital San Diego, California $661M AUM 50.59% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 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 $366M AUM 33.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Herr Investment Group's EWZS Position: Q4 2023 in Review

Herr Investment Group sold out of iShares MSCI Brazil Small-Cap ETF (EWZS) in Q4 2023, closing a stake of 25,000 shares — an estimated $334K sold.

Herr Investment Group first reported a position in EWZS in Q3 2023 and held it in 1 quarter. The position peaked at $334K in Q3 2023. 31 funds tracked by Wall St. Rank hold EWZS as of Q4 2023.

  • Herr Investment Group reported no remaining iShares MSCI Brazil Small-Cap ETF position as of Q4 2023 after selling out during the quarter.
  • Herr Investment Group sold 25,000 iShares MSCI Brazil Small-Cap ETF shares in Q4 2023, an estimated $334K.
  • Herr Investment Group first reported a position in iShares MSCI Brazil Small-Cap ETF in Q3 2023 and held it in 1 quarter.
  • Herr Investment Group's iShares MSCI Brazil Small-Cap ETF position peaked at $334K in Q3 2023.
  • 31 funds tracked by Wall St. Rank held iShares MSCI Brazil Small-Cap ETF as of Q4 2023.

Based on Herr Investment Group's 13F filing for Q4 2023, filed 14 Feb 2024.