AlTi Global’s iShares MSCI Brazil ETF EWZ Stock Holding History

AlTi Global’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	-10,000	Closed	-$295K	–	417
2024 Q3	$295K	Sell	10,000 -130,750	-93%	-$3.8M	0.01%	323
2024 Q2	$3.85M	Sell	140,750 -104,078	-43%	-$3.16M	0.1%	100
2024 Q1	$7.94M	Sell	244,828 -44,200	-15%	-$1.46M	0.22%	59
2023 Q4	$10.1M	Buy	+289,028	New	+$9.36M	0.31%	47

Other funds holding EWZ

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

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

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

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

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

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

AlTi Global's EWZ Position: Q4 2024 in Review

AlTi Global sold out of iShares MSCI Brazil ETF (EWZ) in Q4 2024, closing a stake of 10,000 shares — an estimated $295K sold.

AlTi Global first reported a position in EWZ in Q4 2023 and held it in 4 quarters. The position peaked at $10.1M in Q4 2023. 235 funds tracked by Wall St. Rank hold EWZ as of Q4 2024.

AlTi Global reported no remaining iShares MSCI Brazil ETF position as of Q4 2024 after selling out during the quarter.
AlTi Global sold 10,000 iShares MSCI Brazil ETF shares in Q4 2024, an estimated $295K.
AlTi Global first reported a position in iShares MSCI Brazil ETF in Q4 2023 and held it in 4 quarters.
AlTi Global's iShares MSCI Brazil ETF position peaked at $10.1M in Q4 2023.
235 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q4 2024.

Based on AlTi Global's 13F filing for Q4 2024, filed 14 Feb 2025.