Gradient Investments’s iShares MSCI Brazil ETF EWZ Stock Holding History

Gradient Investments’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
2021 Q2	–	Sell	-80	Closed	-$3K	–	1186
2021 Q1	$3K	Hold	80	–	–	﹤0.01%	953
2020 Q4	$2K	Hold	80	–	–	﹤0.01%	951
2020 Q3	$2K	Sell	80 -24	-23%	-$736	﹤0.01%	956
2020 Q2	$3K	Buy	104 +24	+30%	+$629	﹤0.01%	827
2020 Q1	$2K	Hold	80	–	–	﹤0.01%	908
2019 Q4	$4K	Hold	80	–	–	﹤0.01%	846
2019 Q3	$3K	Hold	80	–	–	﹤0.01%	866
2019 Q2	$3K	Hold	80	–	–	﹤0.01%	826
2019 Q1	$3K	Hold	80	–	–	﹤0.01%	701
2018 Q4	$3K	Hold	80	–	–	﹤0.01%	777
2018 Q3	$3K	Hold	80	–	–	﹤0.01%	793
2018 Q2	$3K	Hold	80	–	–	﹤0.01%	767
2018 Q1	$4K	Hold	80	–	–	﹤0.01%	742
2017 Q4	$3K	Buy	+80	New	+$3.24K	﹤0.01%	754
2017 Q3	–	Sell	-80	Closed	-$3K	–	380
2017 Q2	$3K	Sell	80 -9	-10%	-$324	﹤0.01%	643
2017 Q1	$3K	Hold	89	–	–	﹤0.01%	655
2016 Q4	$3K	Hold	89	–	–	﹤0.01%	593
2016 Q3	$3K	Hold	89	–	–	﹤0.01%	579
2016 Q2	$3K	Hold	89	–	–	﹤0.01%	581
2016 Q1	$2K	Sell	89 -27,500	-100%	-$591K	﹤0.01%	616
2015 Q4	$571K	Sell	27,589 -2,197	-7%	-$51.2K	0.08%	118
2015 Q3	$654K	Sell	29,786 -6,094	-17%	-$163K	0.09%	111
2015 Q2	$1.18M	Buy	35,880 +35,800	+44,750%	+$1.24M	0.16%	105
2015 Q1	$3K	Hold	80	–	–	﹤0.01%	508
2014 Q4	$3K	Hold	80	–	–	﹤0.01%	456
2014 Q3	$3K	Sell	80 -50	-38%	-$2.47K	﹤0.01%	393
2014 Q2	$6K	Hold	130	–	–	﹤0.01%	395
2014 Q1	$6K	Sell	130 -150	-54%	-$6.16K	﹤0.01%	385
2013 Q4	$13K	Sell	280 -251	-47%	-$11.9K	﹤0.01%	352
2013 Q3	$25K	Sell	531 -26,000	-98%	-$1.16M	0.01%	210
2013 Q2	$1.16M	Buy	+26,531	New	+$1.38M	0.44%	61

Other funds holding EWZ

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

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

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

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

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

VPR Management Houston, Texas $249M AUM 23.9% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Gradient Investments's EWZ Position: Q2 2021 in Review

Gradient Investments sold out of iShares MSCI Brazil ETF (EWZ) in Q2 2021, closing a stake of 80 shares — an estimated $3K sold.

Gradient Investments first reported a position in EWZ in Q2 2013 and held it in 31 quarters. The position peaked at $1.18M in Q2 2015. 248 funds tracked by Wall St. Rank hold EWZ as of Q2 2021.

Gradient Investments reported no remaining iShares MSCI Brazil ETF position as of Q2 2021 after selling out during the quarter.
Gradient Investments sold 80 iShares MSCI Brazil ETF shares in Q2 2021, an estimated $3K.
Gradient Investments first reported a position in iShares MSCI Brazil ETF in Q2 2013 and held it in 31 quarters.
Gradient Investments's iShares MSCI Brazil ETF position peaked at $1.18M in Q2 2015.
248 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q2 2021.

Based on Gradient Investments's 13F filing for Q2 2021, filed 12 Jul 2021.