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Joseph P. Lucia & Associates’s iShares MSCI Brazil ETF EWZ Stock Holding History

Joseph P. Lucia & Associates’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
-200
Closed -$6K – 254
2021
Q3 		$6K Buy
+200
New +$7.31K ﹤0.01% 421

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State of Tennessee, Department of Treasury
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
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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

Joseph P. Lucia & Associates's EWZ Position: Q4 2021 in Review

Joseph P. Lucia & Associates sold out of iShares MSCI Brazil ETF (EWZ) in Q4 2021, closing a stake of 200 shares — an estimated $6K sold.

Joseph P. Lucia & Associates first reported a position in EWZ in Q3 2021 and held it in 1 quarter. The position peaked at $6K in Q3 2021. 238 funds tracked by Wall St. Rank hold EWZ as of Q4 2021.

  • Joseph P. Lucia & Associates reported no remaining iShares MSCI Brazil ETF position as of Q4 2021 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 200 iShares MSCI Brazil ETF shares in Q4 2021, an estimated $6K.
  • Joseph P. Lucia & Associates first reported a position in iShares MSCI Brazil ETF in Q3 2021 and held it in 1 quarter.
  • Joseph P. Lucia & Associates's iShares MSCI Brazil ETF position peaked at $6K in Q3 2021.
  • 238 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q4 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q4 2021, filed 4 Feb 2022.