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Avalon Investment & Advisory’s iShares MSCI Brazil ETF EWZ Stock Holding History

Avalon Investment & Advisory’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
Q1 		– Sell
-36,878
Closed -$1.37M – 350
2020
Q4 		$1.37M Buy
+36,878
New +$1.19M 0.03% 226
2020
Q1 		– Sell
-30,541
Closed -$1.45M – 317
2019
Q4 		$1.45M Buy
+30,541
New +$1.34M 0.03% 222

Other funds holding EWZ

PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
VM
VPR Management Houston, Texas $250M AUM 34.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Avalon Investment & Advisory's EWZ Position: Q1 2021 in Review

Avalon Investment & Advisory sold out of iShares MSCI Brazil ETF (EWZ) in Q1 2021, closing a stake of 36,878 shares — an estimated $1.37M sold.

Avalon Investment & Advisory first reported a position in EWZ in Q4 2019 and held it in 2 quarters. The position peaked at $1.45M in Q4 2019. 237 funds tracked by Wall St. Rank hold EWZ as of Q1 2021.

  • Avalon Investment & Advisory reported no remaining iShares MSCI Brazil ETF position as of Q1 2021 after selling out during the quarter.
  • Avalon Investment & Advisory sold 36,878 iShares MSCI Brazil ETF shares in Q1 2021, an estimated $1.37M.
  • Avalon Investment & Advisory first reported a position in iShares MSCI Brazil ETF in Q4 2019 and held it in 2 quarters.
  • Avalon Investment & Advisory's iShares MSCI Brazil ETF position peaked at $1.45M in Q4 2019.
  • 237 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q1 2021.

Based on Avalon Investment & Advisory's 13F filing for Q1 2021, filed 13 May 2021.