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

Axxcess 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
2023
Q4 		– Sell
-122,223
Closed -$3.75M – 870
2023
Q3 		$3.75M Buy
+122,223
New +$3.89M 0.13% 130
2022
Q2 		– Sell
-91,534
Closed -$3.46M – 578
2022
Q1 		$3.46M Buy
+91,534
New +$2.96M 0.27% 81

Other funds holding EWZ

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
RCMU
Rokos Capital Management (UK) London, United Kingdom $13.2B AUM 85.71% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PC
PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
MPM
MBB Public Markets Chicago, Illinois $839M AUM 20.48% 1-Year Est. Return

Axxcess Wealth Management's EWZ Position: Q4 2023 in Review

Axxcess Wealth Management sold out of iShares MSCI Brazil ETF (EWZ) in Q4 2023, closing a stake of 122,223 shares — an estimated $3.75M sold.

Axxcess Wealth Management first reported a position in EWZ in Q1 2022 and held it in 2 quarters. The position peaked at $3.75M in Q3 2023. 326 funds tracked by Wall St. Rank hold EWZ as of Q4 2023.

  • Axxcess Wealth Management reported no remaining iShares MSCI Brazil ETF position as of Q4 2023 after selling out during the quarter.
  • Axxcess Wealth Management sold 122,223 iShares MSCI Brazil ETF shares in Q4 2023, an estimated $3.75M.
  • Axxcess Wealth Management first reported a position in iShares MSCI Brazil ETF in Q1 2022 and held it in 2 quarters.
  • Axxcess Wealth Management's iShares MSCI Brazil ETF position peaked at $3.75M in Q3 2023.
  • 326 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q4 2023.

Based on Axxcess Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.