Ropes Wealth Advisors’s iShares MSCI Brazil ETF EWZ Stock Holding History

Ropes Wealth 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
2019 Q2	–	Sell	-500	Closed	-$20K	–	563
2019 Q1	$20K	Hold	500	–	–	0.01%	405
2018 Q4	$19K	Hold	500	–	–	0.01%	382
2018 Q3	$17K	Hold	500	–	–	﹤0.01%	416
2018 Q2	$16K	Hold	500	–	–	﹤0.01%	436
2018 Q1	$22K	Hold	500	–	–	0.01%	395
2017 Q4	$20K	Hold	500	–	–	0.01%	438
2017 Q3	$21K	Hold	500	–	–	0.01%	402
2017 Q2	$17K	Hold	500	–	–	﹤0.01%	408
2017 Q1	$19K	Hold	500	–	–	0.01%	405
2016 Q4	$17K	Hold	500	–	–	0.01%	415
2016 Q3	$17K	Hold	500	–	–	0.01%	374
2016 Q2	$15K	Hold	500	–	–	0.01%	345
2016 Q1	$13K	Hold	500	–	–	0.01%	316
2015 Q4	$10K	Hold	500	–	–	﹤0.01%	339
2015 Q3	$11K	Hold	500	–	–	0.01%	340
2015 Q2	$16K	Hold	500	–	–	0.01%	234
2015 Q1	$16K	Buy	+500	New	+$17K	0.01%	237

Other funds holding EWZ

Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

T2I

Turim 21 Investimentos Rio De Janeiro, Brazil $613M AUM 14.25% 1-Year Est. Return

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

DCM

Discovery Capital Management South Norwalk, Connecticut $2.41B AUM 286.33% 1-Year Est. Return

Ropes Wealth Advisors's EWZ Position: Q2 2019 in Review

Ropes Wealth Advisors sold out of iShares MSCI Brazil ETF (EWZ) in Q2 2019, closing a stake of 500 shares — an estimated $20K sold.

Ropes Wealth Advisors first reported a position in EWZ in Q1 2015 and held it in 17 quarters. The position peaked at $22K in Q1 2018. 264 funds tracked by Wall St. Rank hold EWZ as of Q2 2019.

Ropes Wealth Advisors reported no remaining iShares MSCI Brazil ETF position as of Q2 2019 after selling out during the quarter.
Ropes Wealth Advisors sold 500 iShares MSCI Brazil ETF shares in Q2 2019, an estimated $20K.
Ropes Wealth Advisors first reported a position in iShares MSCI Brazil ETF in Q1 2015 and held it in 17 quarters.
Ropes Wealth Advisors's iShares MSCI Brazil ETF position peaked at $22K in Q1 2018.
264 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q2 2019.

Based on Ropes Wealth Advisors's 13F filing for Q2 2019, filed 31 Jul 2019.