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Plancorp LLC’s iShares MSCI Brazil ETF EWZ Stock Holding History

Plancorp LLC’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
2024
Q1 		– Sell
-12,367
Closed -$432K – 299
2023
Q4 		$432K Hold
12,367
– – 0.02% 179
2023
Q3 		$379K Hold
12,367
– – 0.02% 179
2023
Q2 		$401K Hold
12,367
– – 0.02% 165
2023
Q1 		$339K Hold
12,367
– – 0.02% 181
2022
Q4 		$346K Hold
12,367
– – 0.02% 177
2022
Q3 		$366K Hold
12,367
– – 0.02% 164
2022
Q2 		$339K Hold
12,367
– – 0.02% 170
2022
Q1 		$468K Buy
+12,367
New +$400K 0.03% 154

Other funds holding EWZ

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
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Plancorp LLC's EWZ Position: Q1 2024 in Review

Plancorp LLC sold out of iShares MSCI Brazil ETF (EWZ) in Q1 2024, closing a stake of 12,367 shares — an estimated $432K sold.

Plancorp LLC first reported a position in EWZ in Q1 2022 and held it in 8 quarters. The position peaked at $468K in Q1 2022. 288 funds tracked by Wall St. Rank hold EWZ as of Q1 2024.

  • Plancorp LLC reported no remaining iShares MSCI Brazil ETF position as of Q1 2024 after selling out during the quarter.
  • Plancorp LLC sold 12,367 iShares MSCI Brazil ETF shares in Q1 2024, an estimated $432K.
  • Plancorp LLC first reported a position in iShares MSCI Brazil ETF in Q1 2022 and held it in 8 quarters.
  • Plancorp LLC's iShares MSCI Brazil ETF position peaked at $468K in Q1 2022.
  • 288 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q1 2024.

Based on Plancorp LLC's 13F filing for Q1 2024, filed 15 May 2024.