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JP Morgan Private Wealth Advisors’s iShares MSCI Brazil ETF EWZ Stock Holding History

JP Morgan Private Wealth 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
2021
Q4 		– Sell
-6,822
Closed -$219K – 2009
2021
Q3 		$219K Sell
6,822
-1,539
-18% -$56.3K ﹤0.01% 1820
2021
Q2 		$339K Buy
+8,361
New +$316K ﹤0.01% 1634
2020
Q4 		– Sell
-7,298
Closed -$202K – 1721
2020
Q3 		$202K Sell
7,298
-37
-0.5% -$1.14K ﹤0.01% 1520
2020
Q2 		$211K Buy
+7,335
New +$192K ﹤0.01% 1443
2020
Q1 		– Sell
-6,899
Closed -$327K – 1454
2019
Q4 		$327K Buy
6,899
+844
+14% +$37K ﹤0.01% 1201
2019
Q3 		$255K Buy
6,055
+105
+2% +$4.53K ﹤0.01% 1252
2019
Q2 		$260K Hold
5,950
– – ﹤0.01% 1204
2019
Q1 		$244K Sell
5,950
-2,250
-27% -$96.7K ﹤0.01% 1297
2018
Q4 		$313K Sell
8,200
-3,500
-30% -$136K ﹤0.01% 1150
2018
Q3 		$395K Buy
+11,700
New +$394K ﹤0.01% 1172
2016
Q1 		– Sell
-9,767
Closed -$202K – 1256
2015
Q4 		$202K Hold
9,767
– – ﹤0.01% 1016
2015
Q3 		$214K Buy
+9,767
New +$261K ﹤0.01% 915
2015
Q2 		– Sell
-9,767
Closed -$306K – 1082
2015
Q1 		$306K Hold
9,767
– – ﹤0.01% 883
2014
Q4 		$357K Hold
9,767
– – ﹤0.01% 820
2014
Q3 		$424K Buy
+9,767
New +$483K 0.01% 746
2013
Q4 		– Sell
-90,466
Closed -$4.33M – 687
2013
Q3 		$4.33M Buy
90,466
+45,669
+102% +$2.03M 0.1% 190
2013
Q2 		$1.97M Buy
+44,797
New +$2.33M 0.05% 243

Other funds holding EWZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

JP Morgan Private Wealth Advisors's EWZ Position: Q4 2021 in Review

JP Morgan Private Wealth Advisors sold out of iShares MSCI Brazil ETF (EWZ) in Q4 2021, closing a stake of 6,822 shares — an estimated $219K sold.

JP Morgan Private Wealth Advisors first reported a position in EWZ in Q2 2013 and held it in 17 quarters. The position peaked at $4.33M in Q3 2013. 237 funds tracked by Wall St. Rank hold EWZ as of Q4 2021.

  • JP Morgan Private Wealth Advisors reported no remaining iShares MSCI Brazil ETF position as of Q4 2021 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 6,822 iShares MSCI Brazil ETF shares in Q4 2021, an estimated $219K.
  • JP Morgan Private Wealth Advisors first reported a position in iShares MSCI Brazil ETF in Q2 2013 and held it in 17 quarters.
  • JP Morgan Private Wealth Advisors's iShares MSCI Brazil ETF position peaked at $4.33M in Q3 2013.
  • 237 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q4 2021.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.