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RPg Family Wealth Advisory’s iShares MSCI Brazil ETF EWZ Stock Holding History

RPg Family Wealth Advisory’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
2020
Q3 		– Sell
-2,306
Closed -$66.3K – 283
2020
Q2 		$66.3K Buy
2,306
+1,083
+89% +$28.4K 0.04% 148
2020
Q1 		$28.8K Buy
+1,223
New +$47.3K 0.02% 165

Other funds holding EWZ

PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

RPg Family Wealth Advisory's EWZ Position: Q3 2020 in Review

RPg Family Wealth Advisory sold out of iShares MSCI Brazil ETF (EWZ) in Q3 2020, closing a stake of 2,306 shares — an estimated $66.3K sold.

RPg Family Wealth Advisory first reported a position in EWZ in Q1 2020 and held it in 2 quarters. The position peaked at $66.3K in Q2 2020. 192 funds tracked by Wall St. Rank hold EWZ as of Q3 2020.

  • RPg Family Wealth Advisory reported no remaining iShares MSCI Brazil ETF position as of Q3 2020 after selling out during the quarter.
  • RPg Family Wealth Advisory sold 2,306 iShares MSCI Brazil ETF shares in Q3 2020, an estimated $66.3K.
  • RPg Family Wealth Advisory first reported a position in iShares MSCI Brazil ETF in Q1 2020 and held it in 2 quarters.
  • RPg Family Wealth Advisory's iShares MSCI Brazil ETF position peaked at $66.3K in Q2 2020.
  • 192 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q3 2020.

Based on RPg Family Wealth Advisory's 13F filing for Q3 2020, filed 10 Nov 2020.