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Cape Investment Advisory’s iShares MSCI Brazil ETF EWZ Stock Holding History

Cape Investment Advisory’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
2024
Q2 		– Sell
-128
Closed -$4.15K – 944
2024
Q1 		$4.15K Sell
128
-47
-27% -$1.55K ﹤0.01% 678
2023
Q4 		$6.12K Hold
175
– – ﹤0.01% 746
2023
Q3 		$5.37K Buy
+175
New +$5.56K ﹤0.01% 656

Other funds holding EWZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

Cape Investment Advisory's EWZ Position: Q2 2024 in Review

Cape Investment Advisory sold out of iShares MSCI Brazil ETF (EWZ) in Q2 2024, closing a stake of 128 shares — an estimated $4.15K sold.

Cape Investment Advisory first reported a position in EWZ in Q3 2023 and held it in 3 quarters. The position peaked at $6.12K in Q4 2023. 254 funds tracked by Wall St. Rank hold EWZ as of Q2 2024.

  • Cape Investment Advisory reported no remaining iShares MSCI Brazil ETF position as of Q2 2024 after selling out during the quarter.
  • Cape Investment Advisory sold 128 iShares MSCI Brazil ETF shares in Q2 2024, an estimated $4.15K.
  • Cape Investment Advisory first reported a position in iShares MSCI Brazil ETF in Q3 2023 and held it in 3 quarters.
  • Cape Investment Advisory's iShares MSCI Brazil ETF position peaked at $6.12K in Q4 2023.
  • 254 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q2 2024.

Based on Cape Investment Advisory's 13F filing for Q2 2024, filed 15 Aug 2024.