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Rockbridge Investment Management’s iShares MSCI Brazil ETF EWZ Stock Holding History

Rockbridge Investment 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
2022
Q2 		– Sell
-8
Closed -$314 – 695
2022
Q1 		$314 Buy
+8
New +$259 ﹤0.01% 776

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VMPIC
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Rockbridge Investment Management's EWZ Position: Q2 2022 in Review

Rockbridge Investment Management sold out of iShares MSCI Brazil ETF (EWZ) in Q2 2022, closing a stake of 8 shares — an estimated $314 sold.

Rockbridge Investment Management first reported a position in EWZ in Q1 2022 and held it in 1 quarter. The position peaked at $314 in Q1 2022. 239 funds tracked by Wall St. Rank hold EWZ as of Q2 2022.

  • Rockbridge Investment Management reported no remaining iShares MSCI Brazil ETF position as of Q2 2022 after selling out during the quarter.
  • Rockbridge Investment Management sold 8 iShares MSCI Brazil ETF shares in Q2 2022, an estimated $314.
  • Rockbridge Investment Management first reported a position in iShares MSCI Brazil ETF in Q1 2022 and held it in 1 quarter.
  • Rockbridge Investment Management's iShares MSCI Brazil ETF position peaked at $314 in Q1 2022.
  • 239 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q2 2022.

Based on Rockbridge Investment Management's 13F filing for Q2 2022, filed 28 May 2024.