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Arkadios Wealth Advisors’s iShares MSCI Brazil ETF EWZ Stock Holding History

Arkadios Wealth 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
2024
Q3 		– Sell
-99,922
Closed -$2.73M – 945
2024
Q2 		$2.73M Buy
99,922
+3,304
+3% +$100K 0.18% 116
2024
Q1 		$3.13M Buy
96,618
+16,727
+21% +$553K 0.24% 96
2023
Q4 		$2.79M Buy
79,891
+19,325
+32% +$626K 0.24% 101
2023
Q3 		$1.86M Buy
+60,566
New +$1.93M 0.18% 134
2021
Q1 		– Sell
-198
Closed -$7K – 1667
2020
Q4 		$7K Buy
+198
New +$6.39K ﹤0.01% 1043

Other funds holding EWZ

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Arkadios Wealth Advisors's EWZ Position: Q3 2024 in Review

Arkadios Wealth Advisors sold out of iShares MSCI Brazil ETF (EWZ) in Q3 2024, closing a stake of 99,922 shares — an estimated $2.73M sold.

Arkadios Wealth Advisors first reported a position in EWZ in Q4 2020 and held it in 5 quarters. The position peaked at $3.13M in Q1 2024. 234 funds tracked by Wall St. Rank hold EWZ as of Q3 2024.

  • Arkadios Wealth Advisors reported no remaining iShares MSCI Brazil ETF position as of Q3 2024 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 99,922 iShares MSCI Brazil ETF shares in Q3 2024, an estimated $2.73M.
  • Arkadios Wealth Advisors first reported a position in iShares MSCI Brazil ETF in Q4 2020 and held it in 5 quarters.
  • Arkadios Wealth Advisors's iShares MSCI Brazil ETF position peaked at $3.13M in Q1 2024.
  • 234 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q3 2024.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2024, filed 24 Oct 2024.