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Acorn Wealth Advisors’s iShares MSCI Brazil Small-Cap ETF EWZS Stock Holding History

Acorn Wealth Advisors’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
2018
Q2 		– Sell
-368
Closed -$6K – 613
2018
Q1 		$6K Buy
+368
New +$6.35K 0.01% 596

Other funds holding EWZS

SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SIC
Shoker Investment Counsel Oxford, Ohio $337M AUM 24.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Acorn Wealth Advisors's EWZS Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of iShares MSCI Brazil Small-Cap ETF (EWZS) in Q2 2018, closing a stake of 368 shares — an estimated $6K sold.

Acorn Wealth Advisors first reported a position in EWZS in Q1 2018 and held it in 1 quarter. The position peaked at $6K in Q1 2018. 20 funds tracked by Wall St. Rank hold EWZS as of Q2 2018.

  • Acorn Wealth Advisors reported no remaining iShares MSCI Brazil Small-Cap ETF position as of Q2 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 368 iShares MSCI Brazil Small-Cap ETF shares in Q2 2018, an estimated $6K.
  • Acorn Wealth Advisors first reported a position in iShares MSCI Brazil Small-Cap ETF in Q1 2018 and held it in 1 quarter.
  • Acorn Wealth Advisors's iShares MSCI Brazil Small-Cap ETF position peaked at $6K in Q1 2018.
  • 20 funds tracked by Wall St. Rank held iShares MSCI Brazil Small-Cap ETF as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.