Avidian Wealth Enterprises’s iShares MSCI Brazil ETF EWZ Stock Holding History

Avidian Wealth Enterprises’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
2020 Q1	–	Sell	-325,948	Closed	-$15.5M	–	223
2019 Q4	$15.5M	Buy	325,948 +10,587	+3%	+$464K	2.2%	13
2019 Q3	$13.3M	Sell	315,361 -187,194	-37%	-$8.07M	2.19%	13
2019 Q2	$22M	Buy	502,555 +8,372	+2%	+$346K	5.19%	6
2019 Q1	$20.3M	Buy	+494,183	New	+$21.2M	4.5%	7

Other funds holding EWZ

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

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

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Avidian Wealth Enterprises's EWZ Position: Q1 2020 in Review

Avidian Wealth Enterprises sold out of iShares MSCI Brazil ETF (EWZ) in Q1 2020, closing a stake of 325,948 shares — an estimated $15.5M sold.

Avidian Wealth Enterprises first reported a position in EWZ in Q1 2019 and held it in 4 quarters. The position peaked at $22M in Q2 2019. 212 funds tracked by Wall St. Rank hold EWZ as of Q1 2020.

Avidian Wealth Enterprises reported no remaining iShares MSCI Brazil ETF position as of Q1 2020 after selling out during the quarter.
Avidian Wealth Enterprises sold 325,948 iShares MSCI Brazil ETF shares in Q1 2020, an estimated $15.5M.
Avidian Wealth Enterprises first reported a position in iShares MSCI Brazil ETF in Q1 2019 and held it in 4 quarters.
Avidian Wealth Enterprises's iShares MSCI Brazil ETF position peaked at $22M in Q2 2019.
212 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q1 2020.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2020, filed 22 Apr 2020.