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Advisor Group’s iShares MSCI Brazil ETF EWZ Stock Holding History

Advisor Group’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
2019
Q4 		$743K Sell
15,638
-10,699
-41% -$468K 0.01% 1397
2019
Q3 		$1.11M Sell
26,337
-50,824
-66% -$2.19M 0.01% 1079
2019
Q2 		$3.37M Sell
77,161
-25,737
-25% -$1.06M 0.03% 545
2019
Q1 		$4.22M Buy
102,898
+81,001
+370% +$3.48M 0.03% 422
2018
Q4 		$836K Buy
21,897
+4,572
+26% +$177K 0.01% 1053
2018
Q3 		$584K Sell
17,325
-15,281
-47% -$514K 0.01% 1344
2018
Q2 		$1.04M Buy
32,606
+19,335
+146% +$745K 0.01% 838
2018
Q1 		$596K Buy
13,271
+2,635
+25% +$118K 0.01% 1193
2017
Q4 		$431K Sell
10,636
-1,445
-12% -$58.5K 0.01% 1422
2017
Q3 		$503K Sell
12,081
-6,807
-36% -$266K 0.01% 1210
2017
Q2 		$646K Sell
18,888
-6,720
-26% -$242K 0.01% 990
2017
Q1 		$959K Sell
25,608
-5,189
-17% -$194K 0.02% 727
2016
Q4 		$1.03M Sell
30,797
-21,440
-41% -$736K 0.02% 649
2016
Q3 		$1.76M Buy
52,237
+35,056
+204% +$1.16M 0.04% 447
2016
Q2 		$514K Buy
+17,181
New +$474K 0.01% 908

Other funds holding EWZ

PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Advisor Group's EWZ Position: Q4 2019 in Review

Advisor Group reduced its iShares MSCI Brazil ETF (EWZ) stake by 41% in Q4 2019, selling an estimated $468K and leaving 15,638 shares worth $743K. The position accounts for 0.01% of the portfolio, ranked #1397.

Advisor Group first reported a position in EWZ in Q2 2016 and has held it in 15 quarters since. The position peaked at $4.22M in Q1 2019. 283 funds tracked by Wall St. Rank hold EWZ as of Q4 2019.

  • Advisor Group held 15,638 shares of iShares MSCI Brazil ETF worth $743K as of Q4 2019.
  • Advisor Group sold 10,699 iShares MSCI Brazil ETF shares in Q4 2019, an estimated $468K.
  • iShares MSCI Brazil ETF made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1397 holding.
  • Advisor Group first reported a position in iShares MSCI Brazil ETF in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's iShares MSCI Brazil ETF position peaked at $4.22M in Q1 2019.
  • 283 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.