OneDigital Investment Advisors’s iShares MSCI Brazil ETF EWZ Stock Holding History

OneDigital Investment 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 Q1	–	Sell	-10,835	Closed	-$379K	–	1112
2023 Q4	$379K	Buy	+10,835	New	+$351K	0.01%	829
2019 Q3	–	Sell	-3,731	Closed	-$163K	–	746
2019 Q2	$163K	Sell	3,731 -515	-12%	-$21.3K	0.01%	418
2019 Q1	$174K	Sell	4,246 -698	-14%	-$30K	0.03%	296
2018 Q4	$189K	Sell	4,944 -1,887	-28%	-$73.1K	0.03%	268
2018 Q3	$230K	Buy	6,831 +255	+4%	+$8.58K	0.05%	159
2018 Q2	$211K	Sell	6,576 -2,009	-23%	-$77.4K	0.04%	204
2018 Q1	$385K	Sell	8,585 -2,585	-23%	-$116K	0.08%	157
2017 Q4	$452K	Buy	11,170 +105	+0.9%	+$4.25K	0.05%	140
2017 Q3	$461K	Sell	11,065 -1,033	-9%	-$40.4K	0.17%	81
2017 Q2	$413K	Buy	+12,098	New	+$435K	0.12%	125

Other funds holding EWZ

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

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

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

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

OneDigital Investment Advisors's EWZ Position: Q1 2024 in Review

OneDigital Investment Advisors sold out of iShares MSCI Brazil ETF (EWZ) in Q1 2024, closing a stake of 10,835 shares — an estimated $379K sold.

OneDigital Investment Advisors first reported a position in EWZ in Q2 2017 and held it in 10 quarters. The position peaked at $461K in Q3 2017. 288 funds tracked by Wall St. Rank hold EWZ as of Q1 2024.

OneDigital Investment Advisors reported no remaining iShares MSCI Brazil ETF position as of Q1 2024 after selling out during the quarter.
OneDigital Investment Advisors sold 10,835 iShares MSCI Brazil ETF shares in Q1 2024, an estimated $379K.
OneDigital Investment Advisors first reported a position in iShares MSCI Brazil ETF in Q2 2017 and held it in 10 quarters.
OneDigital Investment Advisors's iShares MSCI Brazil ETF position peaked at $461K in Q3 2017.
288 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q1 2024.

Based on OneDigital Investment Advisors's 13F filing for Q1 2024, filed 10 May 2024.