AMS Capital’s iShares MSCI Brazil ETF EWZ Stock Holding History

AMS Capital’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
2021 Q3	–	Sell	-1,103,800	Closed	-$44.7M	–	31
2021 Q2	$44.7M	Sell	1,103,800 -296,200	-21%	-$11.2M	6.37%	3
2021 Q1	$46.8M	Buy	+1,400,000	New	+$48.5M	7.4%	3

Other funds holding EWZ

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

MPM

MBB Public Markets Chicago, Illinois $839M AUM 20.48% 1-Year Est. Return

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

AMS Capital's EWZ Position: Q2 2023 in Review

AMS Capital sold out of iShares MSCI Brazil ETF (EWZ) in Q2 2023, closing a stake of 5,000 shares — an estimated $13.7K sold.

AMS Capital first reported a position in EWZ in Q1 2021 and held it in 2 quarters. The position peaked at $9.2M in Q1 2021. 282 funds tracked by Wall St. Rank hold EWZ as of Q2 2023.

AMS Capital reported no remaining iShares MSCI Brazil ETF position as of Q2 2023 after selling out during the quarter.
AMS Capital sold 5,000 iShares MSCI Brazil ETF shares in Q2 2023, an estimated $13.7K.
AMS Capital first reported a position in iShares MSCI Brazil ETF in Q1 2021 and held it in 2 quarters.
AMS Capital's iShares MSCI Brazil ETF position peaked at $9.2M in Q1 2021.
282 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q2 2023.

Based on AMS Capital's 13F filing for Q2 2023, filed 14 Jul 2023.