Wealthspire Advisors (Maryland)’s iShares MSCI Brazil ETF EWZ Stock Holding History

Wealthspire Advisors (Maryland)’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 Q2	–	Sell	-200	Closed	-$8K	–	953
2019 Q1	$8K	Hold	200	–	–	﹤0.01%	1619
2018 Q4	$8K	Hold	200	–	–	﹤0.01%	1545
2018 Q3	$7K	Hold	200	–	–	﹤0.01%	1655
2018 Q2	$6K	Hold	200	–	–	﹤0.01%	1714
2018 Q1	$9K	Hold	200	–	–	﹤0.01%	1607
2017 Q4	$8K	Sell	200 -20	-9%	-$809	﹤0.01%	1668
2017 Q3	$9K	Hold	220	–	–	﹤0.01%	1608
2017 Q2	$8K	Buy	220 +20	+10%	+$719	﹤0.01%	1609
2017 Q1	$7K	Hold	200	–	–	﹤0.01%	1440
2016 Q4	$7K	Hold	200	–	–	﹤0.01%	1319
2016 Q3	$7K	Hold	200	–	–	﹤0.01%	1321
2016 Q2	$6K	Hold	200	–	–	﹤0.01%	1298
2016 Q1	$5K	Sell	200 -100	-33%	-$2.15K	﹤0.01%	1335
2015 Q4	$6K	Buy	+300	New	+$6.99K	﹤0.01%	1306

Other funds holding EWZ

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

T2I

Turim 21 Investimentos Rio De Janeiro, Brazil $399M AUM 20.13% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

DCM

Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s EWZ Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of iShares MSCI Brazil ETF (EWZ) in Q2 2019, closing a stake of 200 shares — an estimated $8K sold.

Wealthspire Advisors (Maryland) first reported a position in EWZ in Q4 2015 and held it in 14 quarters. The position peaked at $9K in Q1 2018. 265 funds tracked by Wall St. Rank hold EWZ as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining iShares MSCI Brazil ETF position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 200 iShares MSCI Brazil ETF shares in Q2 2019, an estimated $8K.
Wealthspire Advisors (Maryland) first reported a position in iShares MSCI Brazil ETF in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s iShares MSCI Brazil ETF position peaked at $9K in Q1 2018.
265 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.