SWM
EWZ icon

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

Stapp 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
2022
Q4 		– Sell
-35
Closed -$1K – 52
2022
Q3 		$1K Buy
+35
New +$1.03K ﹤0.01% 103

Other funds holding EWZ

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
MPM
MBB Public Markets Chicago, Illinois $926M AUM 11.38% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Stapp Wealth Management's EWZ Position: Q4 2022 in Review

Stapp Wealth Management sold out of iShares MSCI Brazil ETF (EWZ) in Q4 2022, closing a stake of 35 shares — an estimated $1K sold.

Stapp Wealth Management first reported a position in EWZ in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 263 funds tracked by Wall St. Rank hold EWZ as of Q4 2022.

  • Stapp Wealth Management reported no remaining iShares MSCI Brazil ETF position as of Q4 2022 after selling out during the quarter.
  • Stapp Wealth Management sold 35 iShares MSCI Brazil ETF shares in Q4 2022, an estimated $1K.
  • Stapp Wealth Management first reported a position in iShares MSCI Brazil ETF in Q3 2022 and held it in 1 quarter.
  • Stapp Wealth Management's iShares MSCI Brazil ETF position peaked at $1K in Q3 2022.
  • 263 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q4 2022.

Based on Stapp Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.