Beaumont Financial Advisors’s iShares MSCI Brazil ETF EWZ Stock Holding History

Beaumont Financial 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
2019 Q4	–	Sell	-78,220	Closed	-$3.29M	–	289
2019 Q3	$3.29M	Buy	+78,220	New	+$3.37M	0.33%	74
2019 Q2	–	Sell	-41,735	Closed	-$1.71M	–	248
2019 Q1	$1.71M	Buy	+41,735	New	+$1.79M	0.18%	86
2017 Q1	–	Sell	-87,649	Closed	-$2.92M	–	183
2016 Q4	$2.92M	Buy	+87,649	New	+$3.01M	0.44%	65
2014 Q4	–	Sell	-192,831	Closed	-$8.38M	–	152
2014 Q3	$8.38M	Sell	192,831 -23,957	-11%	-$1.18M	0.55%	60
2014 Q2	$10.4M	Buy	+216,788	New	+$10.4M	0.73%	58

Other funds holding EWZ

PPFA

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

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

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

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

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Beaumont Financial Advisors's EWZ Position: Q4 2019 in Review

Beaumont Financial Advisors sold out of iShares MSCI Brazil ETF (EWZ) in Q4 2019, closing a stake of 78,220 shares — an estimated $3.29M sold.

Beaumont Financial Advisors first reported a position in EWZ in Q2 2014 and held it in 5 quarters. The position peaked at $10.4M in Q2 2014. 283 funds tracked by Wall St. Rank hold EWZ as of Q4 2019.

Beaumont Financial Advisors reported no remaining iShares MSCI Brazil ETF position as of Q4 2019 after selling out during the quarter.
Beaumont Financial Advisors sold 78,220 iShares MSCI Brazil ETF shares in Q4 2019, an estimated $3.29M.
Beaumont Financial Advisors first reported a position in iShares MSCI Brazil ETF in Q2 2014 and held it in 5 quarters.
Beaumont Financial Advisors's iShares MSCI Brazil ETF position peaked at $10.4M in Q2 2014.
283 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q4 2019.

Based on Beaumont Financial Advisors's 13F filing for Q4 2019, filed 6 Feb 2020.