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Institute for Wealth Management’s iShares MSCI Brazil ETF EWZ Stock Holding History

Institute for Wealth 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
2020
Q1 		– Sell
-574
Closed -$27K – 474
2019
Q4 		$27K Buy
+574
New +$25.1K 0.01% 543

Other funds holding EWZ

PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Institute for Wealth Management's EWZ Position: Q1 2020 in Review

Institute for Wealth Management sold out of iShares MSCI Brazil ETF (EWZ) in Q1 2020, closing a stake of 574 shares — an estimated $27K sold.

Institute for Wealth Management first reported a position in EWZ in Q4 2019 and held it in 1 quarter. The position peaked at $27K in Q4 2019. 212 funds tracked by Wall St. Rank hold EWZ as of Q1 2020.

  • Institute for Wealth Management reported no remaining iShares MSCI Brazil ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 574 iShares MSCI Brazil ETF shares in Q1 2020, an estimated $27K.
  • Institute for Wealth Management first reported a position in iShares MSCI Brazil ETF in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's iShares MSCI Brazil ETF position peaked at $27K in Q4 2019.
  • 212 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.