EWM
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Evermay Wealth Management’s iShares MSCI Brazil ETF EWZ Stock Holding History

Evermay Wealth Management’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
Q3 		– Sell
-130
Closed -$5K – 481
2021
Q2 		$5K Buy
+130
New +$4.91K ﹤0.01% 446

Other funds holding EWZ

PP
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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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Evermay Wealth Management's EWZ Position: Q3 2021 in Review

Evermay Wealth Management sold out of iShares MSCI Brazil ETF (EWZ) in Q3 2021, closing a stake of 130 shares — an estimated $5K sold.

Evermay Wealth Management first reported a position in EWZ in Q2 2021 and held it in 1 quarter. The position peaked at $5K in Q2 2021. 234 funds tracked by Wall St. Rank hold EWZ as of Q3 2021.

  • Evermay Wealth Management reported no remaining iShares MSCI Brazil ETF position as of Q3 2021 after selling out during the quarter.
  • Evermay Wealth Management sold 130 iShares MSCI Brazil ETF shares in Q3 2021, an estimated $5K.
  • Evermay Wealth Management first reported a position in iShares MSCI Brazil ETF in Q2 2021 and held it in 1 quarter.
  • Evermay Wealth Management's iShares MSCI Brazil ETF position peaked at $5K in Q2 2021.
  • 234 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q3 2021.

Based on Evermay Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.