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WealthPlan Investment Management’s iShares MSCI Brazil ETF EWZ Stock Holding History

WealthPlan Investment 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
2023
Q3 		– Sell
-600
Closed -$19.5K – 218
2023
Q2 		$19.5K Buy
+600
New +$17.9K 0.01% 241

Other funds holding EWZ

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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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MPM
MBB Public Markets Chicago, Illinois $839M AUM 20.48% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PC
PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return

WealthPlan Investment Management's EWZ Position: Q3 2023 in Review

WealthPlan Investment Management sold out of iShares MSCI Brazil ETF (EWZ) in Q3 2023, closing a stake of 600 shares — an estimated $19.5K sold.

WealthPlan Investment Management first reported a position in EWZ in Q2 2023 and held it in 1 quarter. The position peaked at $19.5K in Q2 2023. 289 funds tracked by Wall St. Rank hold EWZ as of Q3 2023.

  • WealthPlan Investment Management reported no remaining iShares MSCI Brazil ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 600 iShares MSCI Brazil ETF shares in Q3 2023, an estimated $19.5K.
  • WealthPlan Investment Management first reported a position in iShares MSCI Brazil ETF in Q2 2023 and held it in 1 quarter.
  • WealthPlan Investment Management's iShares MSCI Brazil ETF position peaked at $19.5K in Q2 2023.
  • 289 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.