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Concurrent Investment Advisors’s iShares MSCI Brazil ETF EWZ Stock Holding History

Concurrent Investment 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
2024
Q1 		– Sell
-17,244
Closed -$603K – 952
2023
Q4 		$603K Buy
+17,244
New +$558K 0.03% 454

Other funds holding EWZ

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Concurrent Investment Advisors's EWZ Position: Q1 2024 in Review

Concurrent Investment Advisors sold out of iShares MSCI Brazil ETF (EWZ) in Q1 2024, closing a stake of 17,244 shares — an estimated $603K sold.

Concurrent Investment Advisors first reported a position in EWZ in Q4 2023 and held it in 1 quarter. The position peaked at $603K in Q4 2023. 289 funds tracked by Wall St. Rank hold EWZ as of Q1 2024.

  • Concurrent Investment Advisors reported no remaining iShares MSCI Brazil ETF position as of Q1 2024 after selling out during the quarter.
  • Concurrent Investment Advisors sold 17,244 iShares MSCI Brazil ETF shares in Q1 2024, an estimated $603K.
  • Concurrent Investment Advisors first reported a position in iShares MSCI Brazil ETF in Q4 2023 and held it in 1 quarter.
  • Concurrent Investment Advisors's iShares MSCI Brazil ETF position peaked at $603K in Q4 2023.
  • 289 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q1 2024.

Based on Concurrent Investment Advisors's 13F filing for Q1 2024, filed 7 May 2024.