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Clearstead Advisors’s iShares MSCI Brazil ETF EWZ Stock Holding History

Clearstead 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
2021
Q2 		– Sell
-511
Closed -$17K – 1273
2021
Q1 		$17K Hold
511
– – ﹤0.01% 704
2020
Q4 		$19K Hold
511
– – ﹤0.01% 639
2020
Q3 		$14K Buy
+511
New +$15.7K ﹤0.01% 623

Other funds holding EWZ

PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
VM
VPR Management Houston, Texas $250M AUM 34.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Clearstead Advisors's EWZ Position: Q2 2021 in Review

Clearstead Advisors sold out of iShares MSCI Brazil ETF (EWZ) in Q2 2021, closing a stake of 511 shares — an estimated $17K sold.

Clearstead Advisors first reported a position in EWZ in Q3 2020 and held it in 3 quarters. The position peaked at $19K in Q4 2020. 246 funds tracked by Wall St. Rank hold EWZ as of Q2 2021.

  • Clearstead Advisors reported no remaining iShares MSCI Brazil ETF position as of Q2 2021 after selling out during the quarter.
  • Clearstead Advisors sold 511 iShares MSCI Brazil ETF shares in Q2 2021, an estimated $17K.
  • Clearstead Advisors first reported a position in iShares MSCI Brazil ETF in Q3 2020 and held it in 3 quarters.
  • Clearstead Advisors's iShares MSCI Brazil ETF position peaked at $19K in Q4 2020.
  • 246 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q2 2021.

Based on Clearstead Advisors's 13F filing for Q2 2021, filed 12 Aug 2021.