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

Kovack 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
2024
Q2 		– Sell
-8,251
Closed -$267K – 582
2024
Q1 		$267K Sell
8,251
-2,727
-25% -$90.2K 0.03% 379
2023
Q4 		$384K Sell
10,978
-1,200
-10% -$38.9K 0.05% 365
2023
Q3 		$373K Sell
12,178
-606
-5% -$19.3K 0.05% 330
2023
Q2 		$415K Buy
+12,784
New +$380K 0.05% 335
2018
Q1 		– Sell
-9,180
Closed -$371K – 507
2017
Q4 		$371K Buy
+9,180
New +$371K 0.09% 251

Other funds holding EWZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

Kovack Advisors's EWZ Position: Q2 2024 in Review

Kovack Advisors sold out of iShares MSCI Brazil ETF (EWZ) in Q2 2024, closing a stake of 8,251 shares — an estimated $267K sold.

Kovack Advisors first reported a position in EWZ in Q4 2017 and held it in 5 quarters. The position peaked at $415K in Q2 2023. 254 funds tracked by Wall St. Rank hold EWZ as of Q2 2024.

  • Kovack Advisors reported no remaining iShares MSCI Brazil ETF position as of Q2 2024 after selling out during the quarter.
  • Kovack Advisors sold 8,251 iShares MSCI Brazil ETF shares in Q2 2024, an estimated $267K.
  • Kovack Advisors first reported a position in iShares MSCI Brazil ETF in Q4 2017 and held it in 5 quarters.
  • Kovack Advisors's iShares MSCI Brazil ETF position peaked at $415K in Q2 2023.
  • 254 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q2 2024.

Based on Kovack Advisors's 13F filing for Q2 2024, filed 5 Aug 2024.