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Trifecta Capital Advisors’s iShares MSCI Brazil ETF EWZ Stock Holding History

Trifecta Capital 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
Q4 		– Sell
-450
Closed -$13.3K – 412
2024
Q3 		$13.3K Hold
450
– – ﹤0.01% 206
2024
Q2 		$12.3K Hold
450
– – ﹤0.01% 209
2024
Q1 		$14.6K Hold
450
– – ﹤0.01% 188
2023
Q4 		$15.7K Hold
450
– – ﹤0.01% 185
2023
Q3 		$13.8K Hold
450
– – ﹤0.01% 198
2023
Q2 		$14.6K Hold
450
– – ﹤0.01% 196
2023
Q1 		$12.3K Buy
+450
New +$12.6K ﹤0.01% 204

Other funds holding EWZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Trifecta Capital Advisors's EWZ Position: Q4 2024 in Review

Trifecta Capital Advisors sold out of iShares MSCI Brazil ETF (EWZ) in Q4 2024, closing a stake of 450 shares — an estimated $13.3K sold.

Trifecta Capital Advisors first reported a position in EWZ in Q1 2023 and held it in 7 quarters. The position peaked at $15.7K in Q4 2023. 235 funds tracked by Wall St. Rank hold EWZ as of Q4 2024.

  • Trifecta Capital Advisors reported no remaining iShares MSCI Brazil ETF position as of Q4 2024 after selling out during the quarter.
  • Trifecta Capital Advisors sold 450 iShares MSCI Brazil ETF shares in Q4 2024, an estimated $13.3K.
  • Trifecta Capital Advisors first reported a position in iShares MSCI Brazil ETF in Q1 2023 and held it in 7 quarters.
  • Trifecta Capital Advisors's iShares MSCI Brazil ETF position peaked at $15.7K in Q4 2023.
  • 235 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q4 2024.

Based on Trifecta Capital Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.