BHWM
EWZ icon

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

Beaird Harris 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
Q2 		– Sell
-150
Closed -$4.11K – 484
2023
Q1 		$4.11K Buy
+150
New +$4.2K ﹤0.01% 333

Other funds holding EWZ

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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
KI
Kapitalo Investimentos Sao Paulo, Brazil $531M AUM 25.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Beaird Harris Wealth Management's EWZ Position: Q2 2023 in Review

Beaird Harris Wealth Management sold out of iShares MSCI Brazil ETF (EWZ) in Q2 2023, closing a stake of 150 shares — an estimated $4.11K sold.

Beaird Harris Wealth Management first reported a position in EWZ in Q1 2023 and held it in 1 quarter. The position peaked at $4.11K in Q1 2023. 281 funds tracked by Wall St. Rank hold EWZ as of Q2 2023.

  • Beaird Harris Wealth Management reported no remaining iShares MSCI Brazil ETF position as of Q2 2023 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 150 iShares MSCI Brazil ETF shares in Q2 2023, an estimated $4.11K.
  • Beaird Harris Wealth Management first reported a position in iShares MSCI Brazil ETF in Q1 2023 and held it in 1 quarter.
  • Beaird Harris Wealth Management's iShares MSCI Brazil ETF position peaked at $4.11K in Q1 2023.
  • 281 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q2 2023.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2023, filed 26 Jul 2023.