RIM
EWZ icon

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

Other funds holding EWZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 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. 238 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.
  • 238 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.