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Next Financial Group’s iShares MSCI Brazil ETF EWZ Stock Holding History

Next Financial Group’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 		$1K Buy
37
+12
+48% +$361 ﹤0.01% 2725
2021
Q3 		$1K Hold
25
– – ﹤0.01% 2607
2021
Q2 		$1K Hold
25
– – ﹤0.01% 2510
2021
Q1 		$1K Buy
+25
New +$866 ﹤0.01% 2404
2020
Q3 		– Sell
-8,165
Closed -$235K – 2186
2020
Q2 		$235K Sell
8,165
-34
-0.4% -$891 0.03% 481
2020
Q1 		$193K Buy
8,199
+465
+6% +$18K 0.02% 544
2019
Q4 		$368K Buy
7,734
+7,529
+3,673% +$330K 0.04% 449
2019
Q3 		$9K Hold
205
– – ﹤0.01% 1734
2019
Q2 		$9K Sell
205
-3,800
-95% -$157K ﹤0.01% 1716
2019
Q1 		$164K Buy
+4,005
New +$172K 0.04% 418
2017
Q4 		– Sell
-314
Closed -$14K – 604
2017
Q3 		$14K Buy
314
+214
+214% +$8.37K ﹤0.01% 1089
2017
Q2 		$3K Hold
100
– – ﹤0.01% 1660
2017
Q1 		$4K Sell
100
-648
-87% -$24.2K ﹤0.01% 1555
2016
Q4 		$25K Buy
748
+102
+16% +$3.5K ﹤0.01% 1271
2016
Q3 		$22K Buy
+646
New +$21.4K ﹤0.01% 1310
2015
Q3 		– Sell
-424
Closed -$13K – 1857
2015
Q2 		$13K Buy
424
+270
+175% +$9.33K ﹤0.01% 1168
2015
Q1 		$4K Buy
154
+42
+38% +$1.43K ﹤0.01% 1534
2014
Q4 		$4K Sell
112
-850
-88% -$34.5K ﹤0.01% 1572
2014
Q3 		$42K Buy
962
+70
+8% +$3.46K 0.01% 1032
2014
Q2 		$43K Buy
+892
New +$42.7K 0.02% 385

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

Next Financial Group's EWZ Position: Q4 2021 in Review

Next Financial Group increased its iShares MSCI Brazil ETF (EWZ) stake by 48% in Q4 2021, buying an estimated $361 and bringing the position to 37 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2725.

Next Financial Group first reported a position in EWZ in Q2 2014 and has held it in 20 quarters since. The position peaked at $368K in Q4 2019. 238 funds tracked by Wall St. Rank hold EWZ as of Q4 2021.

  • Next Financial Group held 37 shares of iShares MSCI Brazil ETF worth $1K as of Q4 2021.
  • Next Financial Group bought 12 iShares MSCI Brazil ETF shares in Q4 2021, an estimated $361.
  • iShares MSCI Brazil ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2725 holding.
  • Next Financial Group first reported a position in iShares MSCI Brazil ETF in Q2 2014 and has held it in 20 quarters since.
  • Next Financial Group's iShares MSCI Brazil ETF position peaked at $368K in Q4 2019.
  • 238 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.