Fernwood Investment Management’s iShares MSCI Brazil ETF EWZ Stock Holding History

Fernwood Investment 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
2024 Q2	–	Sell	-175	Closed	-$5.67K	–	355
2024 Q1	$5.67K	Buy	+175	New	+$5.79K	﹤0.01%	627
2017 Q2	–	Sell	-7,255	Closed	-$272K	–	142
2017 Q1	$272K	Sell	7,255 -450	-6%	-$16.8K	0.22%	107
2016 Q4	$257K	Sell	7,705 -3,500	-31%	-$120K	0.25%	104
2016 Q3	$378K	Sell	11,205 -1,200	-10%	-$39.7K	0.35%	78
2016 Q2	$374K	Sell	12,405 -600	-5%	-$16.6K	0.37%	72
2016 Q1	$342K	Sell	13,005 -1,110	-8%	-$23.9K	0.35%	73
2015 Q4	$292K	Sell	14,115 -4,850	-26%	-$113K	0.25%	89
2015 Q3	$416K	Hold	18,965	–	–	0.36%	66
2015 Q2	$621K	Sell	18,965 -700	-4%	-$24.2K	0.49%	58
2015 Q1	$617K	Sell	19,665 -869	-4%	-$29.5K	0.51%	56
2014 Q4	$751K	Sell	20,534 -900	-4%	-$36.6K	0.64%	47
2014 Q3	$931K	Sell	21,434 -550	-3%	-$27.2K	0.8%	40
2014 Q2	$1.05M	Sell	21,984 -1,163	-5%	-$55.7K	0.87%	39
2014 Q1	$1.04M	Sell	23,147 -70	-0.3%	-$2.87K	0.97%	36
2013 Q4	$1.04M	Buy	+23,217	New	+$1.1M	0.69%	46

Other funds holding EWZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

Fernwood Investment Management's EWZ Position: Q2 2024 in Review

Fernwood Investment Management sold out of iShares MSCI Brazil ETF (EWZ) in Q2 2024, closing a stake of 175 shares — an estimated $5.67K sold.

Fernwood Investment Management first reported a position in EWZ in Q4 2013 and held it in 15 quarters. The position peaked at $1.05M in Q2 2014. 254 funds tracked by Wall St. Rank hold EWZ as of Q2 2024.

Fernwood Investment Management reported no remaining iShares MSCI Brazil ETF position as of Q2 2024 after selling out during the quarter.
Fernwood Investment Management sold 175 iShares MSCI Brazil ETF shares in Q2 2024, an estimated $5.67K.
Fernwood Investment Management first reported a position in iShares MSCI Brazil ETF in Q4 2013 and held it in 15 quarters.
Fernwood Investment Management's iShares MSCI Brazil ETF position peaked at $1.05M in Q2 2014.
254 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.