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

TRUE Private 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 Q3	–	Sell	-48	Closed	-$2K	–	386
2019 Q2	$2K	Buy	+48	New	+$1.98K	﹤0.01%	714
2018 Q4	–	Sell	-48	Closed	-$1.62K	–	467
2018 Q3	$1.62K	Buy	+48	New	+$1.62K	﹤0.01%	1036
2017 Q2	–	Sell	-71,846	Closed	-$2.66M	–	155
2017 Q1	$2.66M	Buy	71,846 +28,470	+66%	+$1.06M	0.61%	30
2016 Q4	$1.61M	Buy	43,376 +35,809	+473%	+$1.23M	0.39%	34
2016 Q3	$271K	Sell	7,567 -830	-10%	-$27.5K	0.09%	109
2016 Q2	$253K	Buy	+8,397	New	+$232K	0.08%	116

Other funds holding EWZ

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Kapitalo Investimentos Sao Paulo, Brazil $531M AUM 25.72% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

TRUE Private Wealth Advisors's EWZ Position: Q3 2019 in Review

TRUE Private Wealth Advisors sold out of iShares MSCI Brazil ETF (EWZ) in Q3 2019, closing a stake of 48 shares — an estimated $2K sold.

TRUE Private Wealth Advisors first reported a position in EWZ in Q2 2016 and held it in 6 quarters. The position peaked at $2.66M in Q1 2017. 237 funds tracked by Wall St. Rank hold EWZ as of Q3 2019.

TRUE Private Wealth Advisors reported no remaining iShares MSCI Brazil ETF position as of Q3 2019 after selling out during the quarter.
TRUE Private Wealth Advisors sold 48 iShares MSCI Brazil ETF shares in Q3 2019, an estimated $2K.
TRUE Private Wealth Advisors first reported a position in iShares MSCI Brazil ETF in Q2 2016 and held it in 6 quarters.
TRUE Private Wealth Advisors's iShares MSCI Brazil ETF position peaked at $2.66M in Q1 2017.
237 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q3 2019.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2019, filed 9 Oct 2019.