Cavalier Investments’s iShares MSCI Brazil ETF EWZ Stock Holding History

Cavalier Investments’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
2023 Q3	–	Sell	-24,107	Closed	-$782K	–	98
2023 Q2	$782K	Buy	+24,107	New	+$717K	0.28%	68
2019 Q4	–	Sell	-45,267	Closed	-$1.91M	–	137
2019 Q3	$1.91M	Buy	+45,267	New	+$1.95M	0.82%	43
2019 Q2	–	Sell	-23,872	Closed	-$978K	–	123
2019 Q1	$978K	Buy	+23,872	New	+$1.03M	0.4%	66
2017 Q1	–	Sell	-36,693	Closed	-$1.22M	–	155
2016 Q4	$1.22M	Buy	+36,693	New	+$1.26M	0.79%	16

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

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

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

MPM

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

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return

Cavalier Investments's EWZ Position: Q3 2023 in Review

Cavalier Investments sold out of iShares MSCI Brazil ETF (EWZ) in Q3 2023, closing a stake of 24,107 shares — an estimated $782K sold.

Cavalier Investments first reported a position in EWZ in Q4 2016 and held it in 4 quarters. The position peaked at $1.91M in Q3 2019. 289 funds tracked by Wall St. Rank hold EWZ as of Q3 2023.

Cavalier Investments reported no remaining iShares MSCI Brazil ETF position as of Q3 2023 after selling out during the quarter.
Cavalier Investments sold 24,107 iShares MSCI Brazil ETF shares in Q3 2023, an estimated $782K.
Cavalier Investments first reported a position in iShares MSCI Brazil ETF in Q4 2016 and held it in 4 quarters.
Cavalier Investments's iShares MSCI Brazil ETF position peaked at $1.91M in Q3 2019.
289 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q3 2023.

Based on Cavalier Investments's 13F filing for Q3 2023, filed 23 Oct 2023.