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Diversify Advisory Services’s iShares MSCI Brazil ETF EWZ Stock Holding History

Diversify Advisory Services’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
Q3 		– Sell
-47,063
Closed -$1.35M – 651
2024
Q2 		$1.35M Buy
+47,063
New +$1.43M 0.07% 196

Other funds holding EWZ

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Diversify Advisory Services's EWZ Position: Q3 2024 in Review

Diversify Advisory Services sold out of iShares MSCI Brazil ETF (EWZ) in Q3 2024, closing a stake of 47,063 shares — an estimated $1.35M sold.

Diversify Advisory Services first reported a position in EWZ in Q2 2024 and held it in 1 quarter. The position peaked at $1.35M in Q2 2024. 235 funds tracked by Wall St. Rank hold EWZ as of Q3 2024.

  • Diversify Advisory Services reported no remaining iShares MSCI Brazil ETF position as of Q3 2024 after selling out during the quarter.
  • Diversify Advisory Services sold 47,063 iShares MSCI Brazil ETF shares in Q3 2024, an estimated $1.35M.
  • Diversify Advisory Services first reported a position in iShares MSCI Brazil ETF in Q2 2024 and held it in 1 quarter.
  • Diversify Advisory Services's iShares MSCI Brazil ETF position peaked at $1.35M in Q2 2024.
  • 235 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q3 2024.

Based on Diversify Advisory Services's 13F filing for Q3 2024, filed 25 Oct 2024.