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MBL Wealth’s iShares MSCI Brazil ETF EWZ Stock Holding History

MBL Wealth’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
-38,725
Closed -$1.26M – 215
2024
Q1 		$1.26M Buy
38,725
+4,905
+15% +$162K 0.14% 72
2023
Q4 		$1.18M Buy
33,820
+8,300
+33% +$269K 0.15% 74
2023
Q3 		$783K Buy
+25,520
New +$811K 0.11% 87

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

MBL Wealth's EWZ Position: Q2 2024 in Review

MBL Wealth sold out of iShares MSCI Brazil ETF (EWZ) in Q2 2024, closing a stake of 38,725 shares — an estimated $1.26M sold.

MBL Wealth first reported a position in EWZ in Q3 2023 and held it in 3 quarters. The position peaked at $1.26M in Q1 2024. 254 funds tracked by Wall St. Rank hold EWZ as of Q2 2024.

  • MBL Wealth reported no remaining iShares MSCI Brazil ETF position as of Q2 2024 after selling out during the quarter.
  • MBL Wealth sold 38,725 iShares MSCI Brazil ETF shares in Q2 2024, an estimated $1.26M.
  • MBL Wealth first reported a position in iShares MSCI Brazil ETF in Q3 2023 and held it in 3 quarters.
  • MBL Wealth's iShares MSCI Brazil ETF position peaked at $1.26M in Q1 2024.
  • 254 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q2 2024.

Based on MBL Wealth's 13F filing for Q2 2024, filed 19 Jul 2024.