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Financial Gravity Asset Management’s iShares MSCI Brazil ETF EWZ Stock Holding History

Financial Gravity Asset 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
-38
Closed -$1.24K – 1765
2024
Q1 		$1.24K Buy
38
+28
+280% +$926 ﹤0.01% 1197
2023
Q4 		$293 Buy
10
+5
+100% +$162 ﹤0.01% 1206
2023
Q3 		$134 Sell
5
-27
-84% -$858 ﹤0.01% 992
2023
Q2 		$3K Buy
32
+5
+19% +$149 0.01% 565
2023
Q1 		$147 Buy
+27
New +$756 ﹤0.01% 656
2022
Q4 		– Sell
-60
Closed -$143 – 1462
2022
Q3 		$143 Buy
60
+6
+11% +$177 ﹤0.01% 607
2022
Q2 		$132 Sell
54
-98
-64% -$3.25K ﹤0.01% 576
2022
Q1 		$1.43K Buy
152
+96
+171% +$3.1K 0.04% 315
2021
Q4 		$137 Buy
56
+52
+1,300% +$1.56K ﹤0.01% 655
2021
Q3 		$32K Sell
4
-26
-87% -$951 0.02% 692
2021
Q2 		$41K Buy
30
+26
+650% +$982 0.01% 631
2021
Q1 		$140 Sell
4
-118
-97% -$4.09K ﹤0.01% 489
2020
Q4 		$5K Buy
+122
New +$3.94K ﹤0.01% 231
2020
Q2 		– Sell
-58
Closed -$1.34K – 297
2020
Q1 		$1.34K Buy
58
+3
+5% +$116 ﹤0.01% 437
2019
Q4 		$47K Sell
55
-3
-5% -$131 0.03% 675
2019
Q3 		$2K Buy
58
+3
+5% +$129 ﹤0.01% 880
2019
Q2 		$2K Buy
55
+31
+129% +$1.28K ﹤0.01% 890
2019
Q1 		$1K Buy
+24
New +$1.03K ﹤0.01% 1094
2018
Q3 		$1K Sell
30
-11
-27% -$370 ﹤0.01% 1127
2018
Q2 		$1K Buy
41
+10
+32% +$385 ﹤0.01% 1159
2018
Q1 		$1K Buy
+31
New +$1.39K ﹤0.01% 1128

Other funds holding EWZ

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

Financial Gravity Asset Management's EWZ Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of iShares MSCI Brazil ETF (EWZ) in Q2 2024, closing a stake of 38 shares — an estimated $1.24K sold.

Financial Gravity Asset Management first reported a position in EWZ in Q1 2018 and held it in 21 quarters. The position peaked at $47K in Q4 2019. 254 funds tracked by Wall St. Rank hold EWZ as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining iShares MSCI Brazil ETF position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 38 iShares MSCI Brazil ETF shares in Q2 2024, an estimated $1.24K.
  • Financial Gravity Asset Management first reported a position in iShares MSCI Brazil ETF in Q1 2018 and held it in 21 quarters.
  • Financial Gravity Asset Management's iShares MSCI Brazil ETF position peaked at $47K in Q4 2019.
  • 254 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.