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

Sugarloaf 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
2023 Q1	–	Sell	-100	Closed	-$1.17K	–	733
2022 Q4	$1.17K	Hold	100	–	–	﹤0.01%	701
2022 Q3	$2K	Hold	100	–	–	﹤0.01%	704
2022 Q2	$1K	Hold	100	–	–	﹤0.01%	734
2022 Q1	$2K	Hold	100	–	–	﹤0.01%	638
2021 Q4	$1K	Hold	100	–	–	﹤0.01%	708
2021 Q3	$2K	Hold	100	–	–	﹤0.01%	682
2021 Q2	$2K	Sell	100 -453	-82%	-$8.25K	﹤0.01%	675
2021 Q1	$2	Buy	553 +453	+453%	+$7.13K	﹤0.01%	670
2020 Q4	$2K	Hold	100	–	–	﹤0.01%	632
2020 Q3	$1K	Hold	100	–	–	﹤0.01%	636
2020 Q2	$1K	Hold	100	–	–	﹤0.01%	633
2020 Q1	$1K	Hold	100	–	–	﹤0.01%	642
2019 Q4	$2K	Buy	+100	New	+$1.84K	﹤0.01%	632

Other funds holding EWZS

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Sugarloaf Wealth Management's EWZS Position: Q1 2023 in Review

Sugarloaf Wealth Management sold out of iShares MSCI Brazil Small-Cap ETF (EWZS) in Q1 2023, closing a stake of 100 shares — an estimated $1.17K sold.

Sugarloaf Wealth Management first reported a position in EWZS in Q4 2019 and held it in 13 quarters. The position peaked at $2K in Q3 2022. 26 funds tracked by Wall St. Rank hold EWZS as of Q1 2023.

Sugarloaf Wealth Management reported no remaining iShares MSCI Brazil Small-Cap ETF position as of Q1 2023 after selling out during the quarter.
Sugarloaf Wealth Management sold 100 iShares MSCI Brazil Small-Cap ETF shares in Q1 2023, an estimated $1.17K.
Sugarloaf Wealth Management first reported a position in iShares MSCI Brazil Small-Cap ETF in Q4 2019 and held it in 13 quarters.
Sugarloaf Wealth Management's iShares MSCI Brazil Small-Cap ETF position peaked at $2K in Q3 2022.
26 funds tracked by Wall St. Rank held iShares MSCI Brazil Small-Cap ETF as of Q1 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2023, filed 26 Apr 2023.