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

SGDR

SPX Gestao de Recursos Rio De Janeiro, Brazil $1.2B AUM 59.05% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

GCM

Graham Capital Management Rowayton, Connecticut $4.14B AUM 17.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 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.