Anchor Investment Management’s iShares MSCI Brazil ETF EWZ Stock Holding History

Anchor Investment Management’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
2023 Q2	–	Sell	-465	Closed	-$12.7K	–	976
2023 Q1	$12.7K	Hold	465	–	–	﹤0.01%	707
2022 Q4	$13K	Hold	465	–	–	﹤0.01%	688
2022 Q3	$13.8K	Sell	465 -114	-20%	-$3.37K	﹤0.01%	681
2022 Q2	$15.9K	Buy	579 +129	+29%	+$4.27K	﹤0.01%	682
2022 Q1	$17K	Buy	+450	New	+$14.5K	﹤0.01%	688
2021 Q4	–	Sell	-150	Closed	-$4.82K	–	1025
2021 Q3	$4.82K	Hold	150	–	–	﹤0.01%	792
2021 Q2	$6.08K	Hold	150	–	–	﹤0.01%	788
2021 Q1	$5.02K	Hold	150	–	–	﹤0.01%	781
2020 Q4	$5.56K	Sell	150 -200	-57%	-$6.45K	﹤0.01%	736
2020 Q3	$9.68K	Sell	350 -1,000	-74%	-$30.7K	﹤0.01%	660
2020 Q2	$38.8K	Sell	1,350 -300	-18%	-$7.86K	0.01%	469
2020 Q1	$38.9K	Hold	1,650	–	–	0.01%	464
2019 Q4	$78.3K	Hold	1,650	–	–	0.02%	405
2019 Q3	$69.5K	Hold	1,650	–	–	0.02%	408
2019 Q2	$72.1K	Buy	1,650 +500	+43%	+$20.6K	0.02%	407
2019 Q1	$47.1K	Hold	1,150	–	–	0.01%	448
2018 Q4	$43.9K	Hold	1,150	–	–	0.01%	453
2018 Q3	$38.8K	Buy	1,150 +1,000	+667%	+$33.7K	0.01%	507
2018 Q2	$4.81K	Hold	150	–	–	﹤0.01%	740
2018 Q1	$6.73K	Hold	150	–	–	﹤0.01%	688
2017 Q4	$6.07K	Hold	150	–	–	﹤0.01%	691
2017 Q3	$6.25K	Hold	150	–	–	﹤0.01%	670
2017 Q2	$5.12K	Hold	150	–	–	﹤0.01%	623
2017 Q1	$5.62K	Hold	150	–	–	﹤0.01%	614
2016 Q4	$5K	Hold	150	–	–	﹤0.01%	597
2016 Q3	$5.06K	Sell	150 -100	-40%	-$3.31K	﹤0.01%	580
2016 Q2	$7.54K	Hold	250	–	–	﹤0.01%	547
2016 Q1	$6.58K	Buy	+250	New	+$5.38K	﹤0.01%	536

Other funds holding EWZ

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Kapitalo Investimentos Sao Paulo, Brazil $531M AUM 25.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

MPM

MBB Public Markets Chicago, Illinois $839M AUM 20.48% 1-Year Est. Return

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

Anchor Investment Management's EWZ Position: Q2 2023 in Review

Anchor Investment Management sold out of iShares MSCI Brazil ETF (EWZ) in Q2 2023, closing a stake of 465 shares — an estimated $12.7K sold.

Anchor Investment Management first reported a position in EWZ in Q1 2016 and held it in 28 quarters. The position peaked at $78.3K in Q4 2019. 281 funds tracked by Wall St. Rank hold EWZ as of Q2 2023.

Anchor Investment Management reported no remaining iShares MSCI Brazil ETF position as of Q2 2023 after selling out during the quarter.
Anchor Investment Management sold 465 iShares MSCI Brazil ETF shares in Q2 2023, an estimated $12.7K.
Anchor Investment Management first reported a position in iShares MSCI Brazil ETF in Q1 2016 and held it in 28 quarters.
Anchor Investment Management's iShares MSCI Brazil ETF position peaked at $78.3K in Q4 2019.
281 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q2 2023.

Based on Anchor Investment Management's 13F filing for Q2 2023, filed 2 Jan 2024.