Fortis Advisors’s iShares MSCI Brazil ETF EWZ Stock Holding History

Fortis 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
2022 Q3	–	Sell	-8,863	Closed	-$243K	–	254
2022 Q2	$243K	Buy	8,863 +5,733	+183%	+$190K	0.16%	84
2022 Q1	$118K	Buy	+3,130	New	+$101K	0.06%	138
2019 Q3	–	Sell	-470	Closed	-$21K	–	314
2019 Q2	$21K	Buy	+470	New	+$19.4K	0.01%	281

Other funds holding EWZ

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kapitalo Investimentos Sao Paulo, Brazil $531M AUM 25.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

VPR Management Houston, Texas $250M AUM 34.13% 1-Year Est. Return

Fortis Advisors's EWZ Position: Q3 2022 in Review

Fortis Advisors sold out of iShares MSCI Brazil ETF (EWZ) in Q3 2022, closing a stake of 8,863 shares — an estimated $243K sold.

Fortis Advisors first reported a position in EWZ in Q2 2019 and held it in 3 quarters. The position peaked at $243K in Q2 2022. 240 funds tracked by Wall St. Rank hold EWZ as of Q3 2022.

Fortis Advisors reported no remaining iShares MSCI Brazil ETF position as of Q3 2022 after selling out during the quarter.
Fortis Advisors sold 8,863 iShares MSCI Brazil ETF shares in Q3 2022, an estimated $243K.
Fortis Advisors first reported a position in iShares MSCI Brazil ETF in Q2 2019 and held it in 3 quarters.
Fortis Advisors's iShares MSCI Brazil ETF position peaked at $243K in Q2 2022.
240 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q3 2022.

Based on Fortis Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.