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Rockingstone Advisors’s iShares MSCI Brazil ETF EWZ Stock Holding History

Rockingstone 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
Q3 		– Sell
-9,025
Closed -$247K – 102
2024
Q2 		$247K Sell
9,025
-2,255
-20% -$68.4K 0.13% 97
2024
Q1 		$366K Sell
11,280
-135
-1% -$4.47K 0.19% 92
2023
Q4 		$399K Sell
11,415
-700
-6% -$22.7K 0.22% 89
2023
Q3 		$372K Buy
+12,115
New +$385K 0.21% 94

Other funds holding EWZ

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Rockingstone Advisors's EWZ Position: Q3 2024 in Review

Rockingstone Advisors sold out of iShares MSCI Brazil ETF (EWZ) in Q3 2024, closing a stake of 9,025 shares — an estimated $247K sold.

Rockingstone Advisors first reported a position in EWZ in Q3 2023 and held it in 4 quarters. The position peaked at $399K in Q4 2023. 234 funds tracked by Wall St. Rank hold EWZ as of Q3 2024.

  • Rockingstone Advisors reported no remaining iShares MSCI Brazil ETF position as of Q3 2024 after selling out during the quarter.
  • Rockingstone Advisors sold 9,025 iShares MSCI Brazil ETF shares in Q3 2024, an estimated $247K.
  • Rockingstone Advisors first reported a position in iShares MSCI Brazil ETF in Q3 2023 and held it in 4 quarters.
  • Rockingstone Advisors's iShares MSCI Brazil ETF position peaked at $399K in Q4 2023.
  • 234 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q3 2024.

Based on Rockingstone Advisors's 13F filing for Q3 2024, filed 8 Oct 2024.