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CreativeOne Wealth’s iShares MSCI Brazil ETF EWZ Stock Holding History

CreativeOne Wealth’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
Q1 		– Sell
-38,101
Closed -$1.41M – 578
2020
Q4 		$1.41M Buy
38,101
+2,330
+7% +$75.2K 0.12% 143
2020
Q3 		$989K Buy
35,771
+2,205
+7% +$67.6K 0.14% 100
2020
Q2 		$965K Buy
+33,566
New +$880K 0.15% 85

Other funds holding EWZ

PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 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

CreativeOne Wealth's EWZ Position: Q1 2021 in Review

CreativeOne Wealth sold out of iShares MSCI Brazil ETF (EWZ) in Q1 2021, closing a stake of 38,101 shares — an estimated $1.41M sold.

CreativeOne Wealth first reported a position in EWZ in Q2 2020 and held it in 3 quarters. The position peaked at $1.41M in Q4 2020. 237 funds tracked by Wall St. Rank hold EWZ as of Q1 2021.

  • CreativeOne Wealth reported no remaining iShares MSCI Brazil ETF position as of Q1 2021 after selling out during the quarter.
  • CreativeOne Wealth sold 38,101 iShares MSCI Brazil ETF shares in Q1 2021, an estimated $1.41M.
  • CreativeOne Wealth first reported a position in iShares MSCI Brazil ETF in Q2 2020 and held it in 3 quarters.
  • CreativeOne Wealth's iShares MSCI Brazil ETF position peaked at $1.41M in Q4 2020.
  • 237 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q1 2021.

Based on CreativeOne Wealth's 13F filing for Q1 2021, filed 17 May 2021.