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Institutional & Family Asset Management’s iShares MSCI Brazil ETF EWZ Stock Holding History

Institutional & Family Asset Management’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
2021
Q4 		– Sell
-1,104
Closed -$35K – 837
2021
Q3 		$35K Hold
1,104
– – 0.01% 379
2021
Q2 		$45K Hold
1,104
– – 0.01% 345
2021
Q1 		$37K Buy
+1,104
New +$38.2K 0.01% 406

Other funds holding EWZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Institutional & Family Asset Management's EWZ Position: Q4 2021 in Review

Institutional & Family Asset Management sold out of iShares MSCI Brazil ETF (EWZ) in Q4 2021, closing a stake of 1,104 shares — an estimated $35K sold.

Institutional & Family Asset Management first reported a position in EWZ in Q1 2021 and held it in 3 quarters. The position peaked at $45K in Q2 2021. 238 funds tracked by Wall St. Rank hold EWZ as of Q4 2021.

  • Institutional & Family Asset Management reported no remaining iShares MSCI Brazil ETF position as of Q4 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 1,104 iShares MSCI Brazil ETF shares in Q4 2021, an estimated $35K.
  • Institutional & Family Asset Management first reported a position in iShares MSCI Brazil ETF in Q1 2021 and held it in 3 quarters.
  • Institutional & Family Asset Management's iShares MSCI Brazil ETF position peaked at $45K in Q2 2021.
  • 238 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q4 2021.

Based on Institutional & Family Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.