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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
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

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.