Howe & Rusling’s iShares MSCI Brazil ETF EWZ Stock Holding History

Howe & Rusling’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	-276	Closed	-$8K	–	1096
2022 Q2	$8K	Sell	276 -19,442	-99%	-$644K	﹤0.01%	567
2022 Q1	$746K	Buy	+19,718	New	+$637K	0.09%	113
2020 Q1	–	Sell	-25	Closed	-$1K	–	802
2019 Q4	$1K	Hold	25	–	–	﹤0.01%	742
2019 Q3	$1K	Hold	25	–	–	﹤0.01%	751
2019 Q2	$1K	Hold	25	–	–	﹤0.01%	730
2019 Q1	$1K	Buy	+25	New	+$1.07K	﹤0.01%	728

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

Howe & Rusling's EWZ Position: Q3 2022 in Review

Howe & Rusling sold out of iShares MSCI Brazil ETF (EWZ) in Q3 2022, closing a stake of 276 shares — an estimated $8K sold.

Howe & Rusling first reported a position in EWZ in Q1 2019 and held it in 6 quarters. The position peaked at $746K in Q1 2022. 240 funds tracked by Wall St. Rank hold EWZ as of Q3 2022.

Howe & Rusling reported no remaining iShares MSCI Brazil ETF position as of Q3 2022 after selling out during the quarter.
Howe & Rusling sold 276 iShares MSCI Brazil ETF shares in Q3 2022, an estimated $8K.
Howe & Rusling first reported a position in iShares MSCI Brazil ETF in Q1 2019 and held it in 6 quarters.
Howe & Rusling's iShares MSCI Brazil ETF position peaked at $746K in Q1 2022.
240 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q3 2022.

Based on Howe & Rusling's 13F filing for Q3 2022, filed 14 Nov 2022.