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Acorn Wealth Advisors’s iShares MSCI Brazil ETF EWZ Stock Holding History

Acorn Wealth 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
2018
Q3 		– Sell
-698
Closed -$22K – 209
2018
Q2 		$22K Buy
698
+76
+12% +$2.93K 0.02% 375
2018
Q1 		$27K Buy
622
+532
+591% +$23.8K 0.02% 348
2017
Q4 		$4K Buy
+90
New +$3.64K ﹤0.01% 618

Other funds holding EWZ

PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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
GCM
Graham Capital Management Rowayton, Connecticut $5.5B AUM 26.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return

Acorn Wealth Advisors's EWZ Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of iShares MSCI Brazil ETF (EWZ) in Q3 2018, closing a stake of 698 shares — an estimated $22K sold.

Acorn Wealth Advisors first reported a position in EWZ in Q4 2017 and held it in 3 quarters. The position peaked at $27K in Q1 2018. 244 funds tracked by Wall St. Rank hold EWZ as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining iShares MSCI Brazil ETF position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 698 iShares MSCI Brazil ETF shares in Q3 2018, an estimated $22K.
  • Acorn Wealth Advisors first reported a position in iShares MSCI Brazil ETF in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's iShares MSCI Brazil ETF position peaked at $27K in Q1 2018.
  • 244 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.