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Alera Investment Advisors’s iShares MSCI Brazil ETF EWZ Stock Holding History

Alera Investment 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
2019
Q2 		– Sell
-525
Closed -$22K – 381
2019
Q1 		$22K Hold
525
– – 0.01% 271
2018
Q4 		$20K Buy
+525
New +$20.3K 0.01% 277

Other funds holding EWZ

BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
T2I
Turim 21 Investimentos Rio De Janeiro, Brazil $399M AUM 20.13% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return

Alera Investment Advisors's EWZ Position: Q2 2019 in Review

Alera Investment Advisors sold out of iShares MSCI Brazil ETF (EWZ) in Q2 2019, closing a stake of 525 shares — an estimated $22K sold.

Alera Investment Advisors first reported a position in EWZ in Q4 2018 and held it in 2 quarters. The position peaked at $22K in Q1 2019. 265 funds tracked by Wall St. Rank hold EWZ as of Q2 2019.

  • Alera Investment Advisors reported no remaining iShares MSCI Brazil ETF position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 525 iShares MSCI Brazil ETF shares in Q2 2019, an estimated $22K.
  • Alera Investment Advisors first reported a position in iShares MSCI Brazil ETF in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's iShares MSCI Brazil ETF position peaked at $22K in Q1 2019.
  • 265 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.