Orion Portfolio Solutions’s iShares MSCI Brazil ETF EWZ Stock Holding History

Orion Portfolio Solutions’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
2022 Q4	–	Sell	-9,307	Closed	-$276K	–	808
2022 Q3	$276K	Buy	9,307 +130	+1%	+$3.84K	0.01%	606
2022 Q2	$251K	Buy	9,177 +199	+2%	+$6.59K	0.01%	600
2022 Q1	$339K	Buy	+8,978	New	+$290K	0.01%	545
2020 Q3	–	Sell	-69	Closed	-$2K	–	926
2020 Q2	$2K	Hold	69	–	–	﹤0.01%	1761
2020 Q1	$2K	Sell	69 -12,769	-99%	-$493K	﹤0.01%	1564
2019 Q4	$609K	Buy	+12,838	New	+$562K	0.05%	184

Other funds holding EWZ

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

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

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

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

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

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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

MPM

MBB Public Markets Chicago, Illinois $839M AUM 20.48% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Orion Portfolio Solutions's EWZ Position: Q4 2022 in Review

Orion Portfolio Solutions sold out of iShares MSCI Brazil ETF (EWZ) in Q4 2022, closing a stake of 9,307 shares — an estimated $276K sold.

Orion Portfolio Solutions first reported a position in EWZ in Q4 2019 and held it in 6 quarters. The position peaked at $609K in Q4 2019. 263 funds tracked by Wall St. Rank hold EWZ as of Q4 2022.

Orion Portfolio Solutions reported no remaining iShares MSCI Brazil ETF position as of Q4 2022 after selling out during the quarter.
Orion Portfolio Solutions sold 9,307 iShares MSCI Brazil ETF shares in Q4 2022, an estimated $276K.
Orion Portfolio Solutions first reported a position in iShares MSCI Brazil ETF in Q4 2019 and held it in 6 quarters.
Orion Portfolio Solutions's iShares MSCI Brazil ETF position peaked at $609K in Q4 2019.
263 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q4 2022.

Based on Orion Portfolio Solutions's 13F filing for Q4 2022, filed 8 Feb 2023.