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Almanack Investment Partners’s iShares MSCI Brazil ETF EWZ Stock Holding History

Almanack Investment Partners’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
Q3 		– Sell
-3,582
Closed -$157K – 255
2019
Q2 		$157K Buy
+3,582
New +$148K 0.04% 207
2019
Q1 		– Sell
-4,798
Closed -$183K – 163
2018
Q4 		$183K Sell
4,798
-2,690
-36% -$104K 0.05% 166
2018
Q3 		$302K Buy
+7,488
New +$252K 0.08% 130

Other funds holding EWZ

PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
KI
Kapitalo Investimentos Sao Paulo, Brazil $531M AUM 25.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Almanack Investment Partners's EWZ Position: Q3 2019 in Review

Almanack Investment Partners sold out of iShares MSCI Brazil ETF (EWZ) in Q3 2019, closing a stake of 3,582 shares — an estimated $157K sold.

Almanack Investment Partners first reported a position in EWZ in Q3 2018 and held it in 3 quarters. The position peaked at $302K in Q3 2018. 237 funds tracked by Wall St. Rank hold EWZ as of Q3 2019.

  • Almanack Investment Partners reported no remaining iShares MSCI Brazil ETF position as of Q3 2019 after selling out during the quarter.
  • Almanack Investment Partners sold 3,582 iShares MSCI Brazil ETF shares in Q3 2019, an estimated $157K.
  • Almanack Investment Partners first reported a position in iShares MSCI Brazil ETF in Q3 2018 and held it in 3 quarters.
  • Almanack Investment Partners's iShares MSCI Brazil ETF position peaked at $302K in Q3 2018.
  • 237 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q3 2019.

Based on Almanack Investment Partners's 13F filing for Q3 2019, filed 8 Nov 2019.