Evolution Wealth Advisors’s iShares MSCI Brazil ETF EWZ Stock Holding History

Evolution Wealth 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 Q2	–	Sell	-9,500	Closed	-$308K	–	135
2024 Q1	$308K	Hold	9,500	–	–	0.06%	99
2023 Q4	$332K	Sell	9,500 -1,900	-17%	-$61.5K	0.07%	94
2023 Q3	$350K	Sell	11,400 -25	-0.2%	-$795	0.08%	88
2023 Q2	$371K	Hold	11,425	–	–	0.08%	82
2023 Q1	$313K	Sell	11,425 -7,700	-40%	-$216K	0.08%	92
2022 Q4	$535K	Buy	+19,125	New	+$584K	0.13%	67
2022 Q2	–	Sell	-5,500	Closed	-$208K	–	121
2022 Q1	$208K	Buy	+5,500	New	+$178K	0.04%	111
2021 Q4	–	Sell	-5,500	Closed	-$177K	–	318
2021 Q3	$177K	Hold	5,500	–	–	0.04%	123
2021 Q2	$223K	Hold	5,500	–	–	0.05%	111
2021 Q1	$184K	Hold	5,500	–	–	0.04%	112
2020 Q4	$204K	Hold	5,500	–	–	0.05%	100
2020 Q3	$152K	Buy	5,500 +5,280	+2,400%	+$162K	0.04%	116
2020 Q2	$6K	Buy	+220	New	+$5.77K	﹤0.01%	340
2020 Q1	–	Sell	-16,864	Closed	-$800K	–	421
2019 Q4	$800K	Buy	16,864 +13,194	+360%	+$578K	0.2%	41
2019 Q3	$155K	Buy	+3,670	New	+$158K	0.07%	36
2019 Q2	–	Sell	-48,085	Closed	-$1.97M	–	472
2019 Q1	$1.97M	Sell	48,085 -18,485	-28%	-$794K	0.91%	25
2018 Q4	$2.54M	Buy	+66,570	New	+$2.58M	1.16%	24

Other funds holding EWZ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Optiver Holding Amsterdam, Netherlands $371B AUM 64.6% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return

Evolution Wealth Advisors's EWZ Position: Q2 2024 in Review

Evolution Wealth Advisors sold out of iShares MSCI Brazil ETF (EWZ) in Q2 2024, closing a stake of 9,500 shares — an estimated $308K sold.

Evolution Wealth Advisors first reported a position in EWZ in Q4 2018 and held it in 17 quarters. The position peaked at $2.54M in Q4 2018. 255 funds tracked by Wall St. Rank hold EWZ as of Q2 2024.

Evolution Wealth Advisors reported no remaining iShares MSCI Brazil ETF position as of Q2 2024 after selling out during the quarter.
Evolution Wealth Advisors sold 9,500 iShares MSCI Brazil ETF shares in Q2 2024, an estimated $308K.
Evolution Wealth Advisors first reported a position in iShares MSCI Brazil ETF in Q4 2018 and held it in 17 quarters.
Evolution Wealth Advisors's iShares MSCI Brazil ETF position peaked at $2.54M in Q4 2018.
255 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q2 2024.

Based on Evolution Wealth Advisors's 13F filing for Q2 2024, filed 18 Jul 2024.