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Accuvest Global Advisors’s iShares MSCI Brazil ETF EWZ Stock Holding History

Accuvest Global Advisors’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
2024
Q2 		– Sell
-11,882
Closed -$385K – 53
2024
Q1 		$385K Buy
+11,882
New +$393K 0.17% 88
2023
Q4 		– Sell
-17,515
Closed -$537K – 102
2023
Q3 		$537K Buy
17,515
+1,282
+8% +$40.8K 0.29% 58
2023
Q2 		$526K Buy
16,233
+1,239
+8% +$36.9K 0.27% 73
2023
Q1 		$411K Sell
14,994
-27,870
-65% -$781K 0.19% 83
2022
Q4 		$1.2M Buy
42,864
+4,853
+13% +$148K 0.4% 57
2022
Q3 		$1.13M Sell
38,011
-1,684
-4% -$49.7K 0.77% 36
2022
Q2 		$1.09M Buy
39,695
+2,034
+5% +$67.4K 0.7% 38
2022
Q1 		$1.42M Buy
37,661
+24,022
+176% +$776K 0.71% 37
2021
Q4 		$383K Sell
13,639
-12,495
-48% -$376K 0.17% 78
2021
Q3 		$840K Buy
26,134
+2,618
+11% +$95.7K 0.4% 52
2021
Q2 		$953K Buy
+23,516
New +$888K 0.48% 48
2020
Q3 		– Sell
-9,383
Closed -$270K – 43
2020
Q2 		$270K Sell
9,383
-3,299
-26% -$86.5K 0.71% 32
2020
Q1 		$299K Sell
12,682
-22,612
-64% -$874K 0.94% 26
2019
Q4 		$1.68M Buy
35,294
+412
+1% +$18K 3.49% 9
2019
Q3 		$1.47M Sell
34,882
-47,741
-58% -$2.06M 2.98% 9
2019
Q2 		$3.61M Buy
+82,623
New +$3.41M 2.1% 9
2019
Q1 		– Sell
-19,162
Closed -$732K – 114
2018
Q4 		$732K Buy
+19,162
New +$742K 0.38% 46
2018
Q2 		– Sell
-15,796
Closed -$709K – 129
2018
Q1 		$709K Buy
+15,796
New +$706K 0.52% 38
2017
Q3 		– Sell
-14,754
Closed -$504K – 96
2017
Q2 		$504K Buy
+14,754
New +$531K 0.17% 72
2015
Q1 		– Sell
-35,256
Closed -$1.29M – 79
2014
Q4 		$1.29M Sell
35,256
-187,432
-84% -$7.61M 0.28% 47
2014
Q3 		$9.68M Buy
+222,688
New +$11M 3.18% 12

Other funds holding EWZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $371B AUM 64.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return

Accuvest Global Advisors's EWZ Position: Q2 2024 in Review

Accuvest Global Advisors sold out of iShares MSCI Brazil ETF (EWZ) in Q2 2024, closing a stake of 11,882 shares — an estimated $385K sold.

Accuvest Global Advisors first reported a position in EWZ in Q3 2014 and held it in 21 quarters. The position peaked at $9.68M in Q3 2014. 255 funds tracked by Wall St. Rank hold EWZ as of Q2 2024.

  • Accuvest Global Advisors reported no remaining iShares MSCI Brazil ETF position as of Q2 2024 after selling out during the quarter.
  • Accuvest Global Advisors sold 11,882 iShares MSCI Brazil ETF shares in Q2 2024, an estimated $385K.
  • Accuvest Global Advisors first reported a position in iShares MSCI Brazil ETF in Q3 2014 and held it in 21 quarters.
  • Accuvest Global Advisors's iShares MSCI Brazil ETF position peaked at $9.68M in Q3 2014.
  • 255 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q2 2024.

Based on Accuvest Global Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.