AMG National Trust Bank’s iShares MSCI Brazil ETF EWZ Stock Holding History

AMG National Trust Bank’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 Q1	–	Sell	-19,638	Closed	-$687K	–	434
2023 Q4	$687K	Buy	+19,638	New	+$636K	0.02%	317
2022 Q1	–	Sell	-18,845	Closed	-$529K	–	456
2021 Q4	$529K	Buy	18,845 +8,065	+75%	+$242K	0.02%	346
2021 Q3	$346K	Buy	+10,780	New	+$394K	0.01%	393
2014 Q3	–	Sell	-19,264	Closed	-$920K	–	247
2014 Q2	$920K	Sell	19,264 -11,775	-38%	-$564K	0.09%	130
2014 Q1	$1.4M	Sell	31,039 -65	-0.2%	-$2.67K	0.15%	100
2013 Q4	$1.39M	Buy	31,104 +20,719	+200%	+$984K	0.16%	95
2013 Q3	$498K	Buy	+10,385	New	+$462K	0.06%	162

Other funds holding EWZ

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

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

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

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

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

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

AMG National Trust Bank's EWZ Position: Q1 2024 in Review

AMG National Trust Bank sold out of iShares MSCI Brazil ETF (EWZ) in Q1 2024, closing a stake of 19,638 shares — an estimated $687K sold.

AMG National Trust Bank first reported a position in EWZ in Q3 2013 and held it in 7 quarters. The position peaked at $1.4M in Q1 2014. 288 funds tracked by Wall St. Rank hold EWZ as of Q1 2024.

AMG National Trust Bank reported no remaining iShares MSCI Brazil ETF position as of Q1 2024 after selling out during the quarter.
AMG National Trust Bank sold 19,638 iShares MSCI Brazil ETF shares in Q1 2024, an estimated $687K.
AMG National Trust Bank first reported a position in iShares MSCI Brazil ETF in Q3 2013 and held it in 7 quarters.
AMG National Trust Bank's iShares MSCI Brazil ETF position peaked at $1.4M in Q1 2014.
288 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q1 2024.

Based on AMG National Trust Bank's 13F filing for Q1 2024, filed 6 May 2024.