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Carolina Wealth Advisors’s iShares MSCI Brazil ETF EWZ Stock Holding History

Carolina Wealth 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
2020
Q2 		– Sell
-141
Closed -$3K – 172
2020
Q1 		$3K Hold
141
– – ﹤0.01% 144
2019
Q4 		$7K Buy
+141
New +$6.17K 0.01% 138

Other funds holding EWZ

PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Carolina Wealth Advisors's EWZ Position: Q2 2020 in Review

Carolina Wealth Advisors sold out of iShares MSCI Brazil ETF (EWZ) in Q2 2020, closing a stake of 141 shares — an estimated $3K sold.

Carolina Wealth Advisors first reported a position in EWZ in Q4 2019 and held it in 2 quarters. The position peaked at $7K in Q4 2019. 214 funds tracked by Wall St. Rank hold EWZ as of Q2 2020.

  • Carolina Wealth Advisors reported no remaining iShares MSCI Brazil ETF position as of Q2 2020 after selling out during the quarter.
  • Carolina Wealth Advisors sold 141 iShares MSCI Brazil ETF shares in Q2 2020, an estimated $3K.
  • Carolina Wealth Advisors first reported a position in iShares MSCI Brazil ETF in Q4 2019 and held it in 2 quarters.
  • Carolina Wealth Advisors's iShares MSCI Brazil ETF position peaked at $7K in Q4 2019.
  • 214 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q2 2020.

Based on Carolina Wealth Advisors's 13F filing for Q2 2020, filed 31 Jul 2020.