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Spire Wealth Management’s iShares MSCI Brazil Small-Cap ETF EWZS Stock Holding History

Spire Wealth Management’s Portfolio EWZS Stock Details EWZS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-12,025
Closed -$192K – 2944
2021
Q3 		$192K Hold
12,025
– – 0.01% 945
2021
Q2 		$238K Hold
12,025
– – 0.01% 874
2021
Q1 		$188K Buy
+12,025
New +$189K 0.01% 1093

Other funds holding EWZS

GC
Globeflex Capital San Diego, California $661M AUM 50.59% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Spire Wealth Management's EWZS Position: Q4 2021 in Review

Spire Wealth Management sold out of iShares MSCI Brazil Small-Cap ETF (EWZS) in Q4 2021, closing a stake of 12,025 shares — an estimated $192K sold.

Spire Wealth Management first reported a position in EWZS in Q1 2021 and held it in 3 quarters. The position peaked at $238K in Q2 2021. 25 funds tracked by Wall St. Rank hold EWZS as of Q4 2021.

  • Spire Wealth Management reported no remaining iShares MSCI Brazil Small-Cap ETF position as of Q4 2021 after selling out during the quarter.
  • Spire Wealth Management sold 12,025 iShares MSCI Brazil Small-Cap ETF shares in Q4 2021, an estimated $192K.
  • Spire Wealth Management first reported a position in iShares MSCI Brazil Small-Cap ETF in Q1 2021 and held it in 3 quarters.
  • Spire Wealth Management's iShares MSCI Brazil Small-Cap ETF position peaked at $238K in Q2 2021.
  • 25 funds tracked by Wall St. Rank held iShares MSCI Brazil Small-Cap ETF as of Q4 2021.

Based on Spire Wealth Management's 13F filing for Q4 2021, filed 14 Jan 2022.