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TrinityPoint Wealth’s iShares MSCI Brazil ETF EWZ Stock Holding History

TrinityPoint Wealth’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
Q2 		– Sell
-6,735
Closed -$218K – 316
2024
Q1 		$218K Hold
6,735
– – 0.04% 286
2023
Q4 		$235K Buy
6,735
+35
+0.5% +$1.13K 0.04% 271
2023
Q3 		$205K Hold
6,700
– – 0.04% 272
2023
Q2 		$217K Buy
+6,700
New +$199K 0.04% 256
2023
Q1 		– Sell
-7,632
Closed -$213K – 280
2022
Q4 		$213K Sell
7,632
-500
-6% -$15.3K 0.05% 256
2022
Q3 		$241K Hold
8,132
– – 0.06% 234
2022
Q2 		$223K Buy
8,132
+240
+3% +$7.95K 0.05% 249
2022
Q1 		$298K Sell
7,892
-1
-0% -$32 0.05% 246
2021
Q4 		$222K Buy
+7,893
New +$237K 0.04% 287

Other funds holding EWZ

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

TrinityPoint Wealth's EWZ Position: Q2 2024 in Review

TrinityPoint Wealth sold out of iShares MSCI Brazil ETF (EWZ) in Q2 2024, closing a stake of 6,735 shares — an estimated $218K sold.

TrinityPoint Wealth first reported a position in EWZ in Q4 2021 and held it in 9 quarters. The position peaked at $298K in Q1 2022. 254 funds tracked by Wall St. Rank hold EWZ as of Q2 2024.

  • TrinityPoint Wealth reported no remaining iShares MSCI Brazil ETF position as of Q2 2024 after selling out during the quarter.
  • TrinityPoint Wealth sold 6,735 iShares MSCI Brazil ETF shares in Q2 2024, an estimated $218K.
  • TrinityPoint Wealth first reported a position in iShares MSCI Brazil ETF in Q4 2021 and held it in 9 quarters.
  • TrinityPoint Wealth's iShares MSCI Brazil ETF position peaked at $298K in Q1 2022.
  • 254 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q2 2024.

Based on TrinityPoint Wealth's 13F filing for Q2 2024, filed 30 Jul 2024.