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Lenox Wealth Advisors’s iShares MSCI Brazil ETF EWZ Stock Holding History

Lenox 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
2020
Q1 		– Sell
-116
Closed -$6K – 822
2019
Q4 		$6K Hold
116
– – ﹤0.01% 460
2019
Q3 		$5K Buy
+116
New +$5K ﹤0.01% 398

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

Lenox Wealth Advisors's EWZ Position: Q1 2020 in Review

Lenox Wealth Advisors sold out of iShares MSCI Brazil ETF (EWZ) in Q1 2020, closing a stake of 116 shares — an estimated $6K sold.

Lenox Wealth Advisors first reported a position in EWZ in Q3 2019 and held it in 2 quarters. The position peaked at $6K in Q4 2019. 212 funds tracked by Wall St. Rank hold EWZ as of Q1 2020.

  • Lenox Wealth Advisors reported no remaining iShares MSCI Brazil ETF position as of Q1 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 116 iShares MSCI Brazil ETF shares in Q1 2020, an estimated $6K.
  • Lenox Wealth Advisors first reported a position in iShares MSCI Brazil ETF in Q3 2019 and held it in 2 quarters.
  • Lenox Wealth Advisors's iShares MSCI Brazil ETF position peaked at $6K in Q4 2019.
  • 212 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q1 2020.

Based on Lenox Wealth Advisors's 13F filing for Q1 2020, filed 3 Apr 2020.