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Householder Group Estate & Retirement Specialist’s iShares MSCI Brazil ETF EWZ Stock Holding History

Householder Group Estate & Retirement Specialist’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
2022
Q4 		– Sell
-342
Closed -$10K – 551
2022
Q3 		$10K Buy
+342
New +$10.1K ﹤0.01% 725

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
MPM
MBB Public Markets Chicago, Illinois $839M AUM 20.48% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's EWZ Position: Q4 2022 in Review

Householder Group Estate & Retirement Specialist sold out of iShares MSCI Brazil ETF (EWZ) in Q4 2022, closing a stake of 342 shares — an estimated $10K sold.

Householder Group Estate & Retirement Specialist first reported a position in EWZ in Q3 2022 and held it in 1 quarter. The position peaked at $10K in Q3 2022. 263 funds tracked by Wall St. Rank hold EWZ as of Q4 2022.

  • Householder Group Estate & Retirement Specialist reported no remaining iShares MSCI Brazil ETF position as of Q4 2022 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 342 iShares MSCI Brazil ETF shares in Q4 2022, an estimated $10K.
  • Householder Group Estate & Retirement Specialist first reported a position in iShares MSCI Brazil ETF in Q3 2022 and held it in 1 quarter.
  • Householder Group Estate & Retirement Specialist's iShares MSCI Brazil ETF position peaked at $10K in Q3 2022.
  • 263 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q4 2022.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2022, filed 19 Jan 2023.