WealthOne’s iShares MSCI Brazil ETF EWZ Stock Holding History

WealthOne’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 Q1	–	Sell	-8,109	Closed	-$385K	–	89
2019 Q4	$385K	Sell	8,109 -1,719	-17%	-$75.3K	0.24%	59
2019 Q3	$414K	Buy	+9,828	New	+$424K	0.3%	49
2019 Q1	–	Sell	-5,927	Closed	-$226K	–	219
2018 Q4	$226K	Buy	+5,927	New	+$229K	0.2%	67

Other funds holding EWZ

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

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

WealthOne's EWZ Position: Q1 2020 in Review

WealthOne sold out of iShares MSCI Brazil ETF (EWZ) in Q1 2020, closing a stake of 8,109 shares — an estimated $385K sold.

WealthOne first reported a position in EWZ in Q4 2018 and held it in 3 quarters. The position peaked at $414K in Q3 2019. 211 funds tracked by Wall St. Rank hold EWZ as of Q1 2020.

WealthOne reported no remaining iShares MSCI Brazil ETF position as of Q1 2020 after selling out during the quarter.
WealthOne sold 8,109 iShares MSCI Brazil ETF shares in Q1 2020, an estimated $385K.
WealthOne first reported a position in iShares MSCI Brazil ETF in Q4 2018 and held it in 3 quarters.
WealthOne's iShares MSCI Brazil ETF position peaked at $414K in Q3 2019.
211 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q1 2020.

Based on WealthOne's 13F filing for Q1 2020, filed 16 Apr 2020.