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Strategic Financial Concepts’s iShares MSCI Brazil Small-Cap ETF EWZS Stock Holding History

Strategic Financial Concepts’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
2023
Q4 		– Sell
-13,176
Closed -$176K – 179
2023
Q3 		$176K Sell
13,176
-324
-2% -$4.69K 0.06% 250
2023
Q2 		$203K Buy
+13,500
New +$178K 0.07% 231

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return
ITIM
Indiana Trust & Investment Management Mishawaka, Indiana $324M AUM 26.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Strategic Financial Concepts's EWZS Position: Q4 2023 in Review

Strategic Financial Concepts sold out of iShares MSCI Brazil Small-Cap ETF (EWZS) in Q4 2023, closing a stake of 13,176 shares — an estimated $176K sold.

Strategic Financial Concepts first reported a position in EWZS in Q2 2023 and held it in 2 quarters. The position peaked at $203K in Q2 2023. 31 funds tracked by Wall St. Rank hold EWZS as of Q4 2023.

  • Strategic Financial Concepts reported no remaining iShares MSCI Brazil Small-Cap ETF position as of Q4 2023 after selling out during the quarter.
  • Strategic Financial Concepts sold 13,176 iShares MSCI Brazil Small-Cap ETF shares in Q4 2023, an estimated $176K.
  • Strategic Financial Concepts first reported a position in iShares MSCI Brazil Small-Cap ETF in Q2 2023 and held it in 2 quarters.
  • Strategic Financial Concepts's iShares MSCI Brazil Small-Cap ETF position peaked at $203K in Q2 2023.
  • 31 funds tracked by Wall St. Rank held iShares MSCI Brazil Small-Cap ETF as of Q4 2023.

Based on Strategic Financial Concepts's 13F filing for Q4 2023, filed 18 Jan 2024.