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Avior Wealth Management’s iShares MSCI Brazil ETF EWZ Stock Holding History

Avior Wealth 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
2024
Q3 		– Sell
-7,669
Closed -$210K – 2344
2024
Q2 		$210K Sell
7,669
-131
-2% -$3.98K 0.01% 659
2024
Q1 		$253K Buy
+7,800
New +$258K 0.01% 640
2015
Q4 		– Sell
-550
Closed -$12K – 462
2015
Q3 		$12K Hold
550
– – 0.01% 270
2015
Q2 		$18K Hold
550
– – 0.01% 213
2015
Q1 		$17K Hold
550
– – 0.01% 209
2014
Q4 		$20K Sell
550
-65
-11% -$2.64K 0.02% 186
2014
Q3 		$27K Hold
615
– – 0.02% 171
2014
Q2 		$29K Hold
615
– – 0.02% 170
2014
Q1 		$28K Buy
+615
New +$25.2K 0.02% 168

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

Avior Wealth Management's EWZ Position: Q3 2024 in Review

Avior Wealth Management sold out of iShares MSCI Brazil ETF (EWZ) in Q3 2024, closing a stake of 7,669 shares — an estimated $210K sold.

Avior Wealth Management first reported a position in EWZ in Q1 2014 and held it in 9 quarters. The position peaked at $253K in Q1 2024. 234 funds tracked by Wall St. Rank hold EWZ as of Q3 2024.

  • Avior Wealth Management reported no remaining iShares MSCI Brazil ETF position as of Q3 2024 after selling out during the quarter.
  • Avior Wealth Management sold 7,669 iShares MSCI Brazil ETF shares in Q3 2024, an estimated $210K.
  • Avior Wealth Management first reported a position in iShares MSCI Brazil ETF in Q1 2014 and held it in 9 quarters.
  • Avior Wealth Management's iShares MSCI Brazil ETF position peaked at $253K in Q1 2024.
  • 234 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q3 2024.

Based on Avior Wealth Management's 13F filing for Q3 2024, filed 8 Nov 2024.