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

Lenox 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 Q2	$8K	Hold	279	–	–	﹤0.01%	462
2020 Q1	$6K	Hold	279	–	–	﹤0.01%	461
2019 Q4	$13K	Hold	279	–	–	﹤0.01%	404
2019 Q3	$11K	Hold	279	–	–	﹤0.01%	433
2019 Q2	$12K	Hold	279	–	–	﹤0.01%	408
2019 Q1	$11K	Hold	279	–	–	﹤0.01%	430
2018 Q4	$11K	Hold	279	–	–	﹤0.01%	374
2018 Q3	$9K	Hold	279	–	–	﹤0.01%	429
2018 Q2	$9K	Hold	279	–	–	﹤0.01%	376
2018 Q1	$12K	Hold	279	–	–	﹤0.01%	346
2017 Q4	$11K	Hold	279	–	–	﹤0.01%	375
2017 Q3	$11K	Hold	279	–	–	﹤0.01%	380
2017 Q2	$10K	Hold	279	–	–	﹤0.01%	374
2017 Q1	$10K	Hold	279	–	–	0.01%	164
2016 Q4	$9K	Hold	279	–	–	0.01%	171
2016 Q3	$9K	Hold	279	–	–	0.01%	163
2016 Q2	$8K	Hold	279	–	–	0.01%	168
2016 Q1	$7K	Hold	279	–	–	﹤0.01%	175
2015 Q4	$6K	Buy	+279	New	+$6.5K	﹤0.01%	185

Other funds holding EWZ

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Lenox Wealth Management's EWZ Position: Q2 2020 in Review

Lenox Wealth Management held its iShares MSCI Brazil ETF (EWZ) position steady in Q2 2020 at 279 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #462.

Lenox Wealth Management first reported a position in EWZ in Q4 2015 and has held it in 19 quarters since. The position peaked at $13K in Q4 2019. 214 funds tracked by Wall St. Rank hold EWZ as of Q2 2020.

Lenox Wealth Management held 279 shares of iShares MSCI Brazil ETF worth $8K as of Q2 2020.
Lenox Wealth Management left its iShares MSCI Brazil ETF share count unchanged in Q2 2020.
iShares MSCI Brazil ETF made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #462 holding.
Lenox Wealth Management first reported a position in iShares MSCI Brazil ETF in Q4 2015 and has held it in 19 quarters since.
Lenox Wealth Management's iShares MSCI Brazil ETF position peaked at $13K in Q4 2019.
214 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.