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Belpointe Asset Management’s iShares MSCI Brazil Small-Cap ETF EWZS Stock Holding History

Belpointe Asset Management’s Portfolio EWZS Stock Details EWZS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,119
Closed -$13.1K – 1441
2023
Q1 		$13.1K Sell
1,119
-290
-21% -$3.45K ﹤0.01% 2558
2022
Q4 		$16.4K Buy
+1,409
New +$18.1K ﹤0.01% 2315

Other funds holding EWZS

SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Globeflex Capital San Diego, California $661M AUM 50.59% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
SL
Sentinus LLC Oak Brook, Illinois $1.11B AUM 17.13% 1-Year Est. Return

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

Belpointe Asset Management sold out of iShares MSCI Brazil Small-Cap ETF (EWZS) in Q2 2023, closing a stake of 1,119 shares — an estimated $13.1K sold.

Belpointe Asset Management first reported a position in EWZS in Q4 2022 and held it in 2 quarters. The position peaked at $16.4K in Q4 2022. 24 funds tracked by Wall St. Rank hold EWZS as of Q2 2023.

  • Belpointe Asset Management reported no remaining iShares MSCI Brazil Small-Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 1,119 iShares MSCI Brazil Small-Cap ETF shares in Q2 2023, an estimated $13.1K.
  • Belpointe Asset Management first reported a position in iShares MSCI Brazil Small-Cap ETF in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's iShares MSCI Brazil Small-Cap ETF position peaked at $16.4K in Q4 2022.
  • 24 funds tracked by Wall St. Rank held iShares MSCI Brazil Small-Cap ETF as of Q2 2023.

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