Belpointe Asset Management’s iShares MSCI Brazil ETF EWZ Stock Holding History

Belpointe Asset 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	-4,241	Closed	-$116K	–	1440
2023 Q1	$116K	Sell	4,241 -656	-13%	-$18.4K	0.01%	1223
2022 Q4	$137K	Buy	+4,897	New	+$150K	0.01%	1068
2021 Q1	–	Sell	-2,728	Closed	-$101K	–	1022
2020 Q4	$101K	Buy	+2,728	New	+$88K	0.01%	948

Other funds holding EWZ

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Kapitalo Investimentos Sao Paulo, Brazil $1.58B AUM 19.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

MPM

MBB Public Markets Chicago, Illinois $926M AUM 11.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Belpointe Asset Management's EWZ Position: Q2 2023 in Review

Belpointe Asset Management sold out of iShares MSCI Brazil ETF (EWZ) in Q2 2023, closing a stake of 4,241 shares — an estimated $116K sold.

Belpointe Asset Management first reported a position in EWZ in Q4 2020 and held it in 3 quarters. The position peaked at $137K in Q4 2022. 281 funds tracked by Wall St. Rank hold EWZ as of Q2 2023.

Belpointe Asset Management reported no remaining iShares MSCI Brazil ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 4,241 iShares MSCI Brazil ETF shares in Q2 2023, an estimated $116K.
Belpointe Asset Management first reported a position in iShares MSCI Brazil ETF in Q4 2020 and held it in 3 quarters.
Belpointe Asset Management's iShares MSCI Brazil ETF position peaked at $137K in Q4 2022.
281 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.