Liberty Wealth Management’s iShares MSCI Brazil ETF EWZ Stock Holding History

Liberty Wealth 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	-108	Closed	-$3K	–	465
2021 Q3	$3K	Hold	108	–	–	﹤0.01%	1013
2021 Q2	$4K	Hold	108	–	–	﹤0.01%	827
2021 Q1	$3K	Hold	108	–	–	﹤0.01%	770
2020 Q4	$3K	Hold	108	–	–	﹤0.01%	766
2020 Q3	$3K	Hold	108	–	–	﹤0.01%	705
2020 Q2	$3K	Hold	108	–	–	﹤0.01%	690
2020 Q1	$3K	Hold	108	–	–	﹤0.01%	669
2019 Q4	$5K	Hold	108	–	–	﹤0.01%	663
2019 Q3	$5K	Sell	108 -52	-33%	-$2.24K	﹤0.01%	628
2019 Q2	$7K	Sell	160 -21	-12%	-$867	0.01%	590
2019 Q1	$7K	Hold	181	–	–	0.01%	489
2018 Q4	$6K	Buy	+181	New	+$7.01K	﹤0.01%	508

Other funds holding EWZ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Liberty Wealth Management's EWZ Position: Q4 2021 in Review

Liberty Wealth Management sold out of iShares MSCI Brazil ETF (EWZ) in Q4 2021, closing a stake of 108 shares — an estimated $3K sold.

Liberty Wealth Management first reported a position in EWZ in Q4 2018 and held it in 12 quarters. The position peaked at $7K in Q2 2019. 237 funds tracked by Wall St. Rank hold EWZ as of Q4 2021.

Liberty Wealth Management reported no remaining iShares MSCI Brazil ETF position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 108 iShares MSCI Brazil ETF shares in Q4 2021, an estimated $3K.
Liberty Wealth Management first reported a position in iShares MSCI Brazil ETF in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's iShares MSCI Brazil ETF position peaked at $7K in Q2 2019.
237 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.