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	-4	Closed	-$140	–	1540
2024 Q1	$140	Sell	4 -1	-20%	-$33	﹤0.01%	947
2023 Q4	$159	Buy	+5	New	+$162	﹤0.01%	1063
2021 Q3	$32K	Sell	4 -26	-87%	-$951	0.02%	692
2021 Q2	$41K	Buy	+30	New	+$1.13K	0.01%	631
2020 Q4	$5K	Buy	+122	New	+$3.94K	﹤0.01%	231
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 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

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 4 shares — an estimated $140 sold.

Financial Gravity Asset Management first reported a position in EWZ in Q1 2018 and held it in 12 quarters. The position peaked at $47K in Q4 2019. 255 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 4 iShares MSCI Brazil ETF shares in Q2 2024, an estimated $140.
Financial Gravity Asset Management first reported a position in iShares MSCI Brazil ETF in Q1 2018 and held it in 12 quarters.
Financial Gravity Asset Management's iShares MSCI Brazil ETF position peaked at $47K in Q4 2019.
255 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.