Global Endowment Management’s iShares MSCI Brazil ETF EWZ Stock Holding History

Global Endowment Management’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	-35,000	Closed	-$1.03M	–	144
2024 Q3	$1.03M	Sell	35,000 -15,000	-30%	-$436K	0.1%	77
2024 Q2	$1.37M	Sell	50,000 -15,000	-23%	-$455K	0.14%	61
2024 Q1	$2.11M	Hold	65,000	–	–	0.22%	43
2023 Q4	$2.27M	Hold	65,000	–	–	0.25%	39
2023 Q3	$1.99M	Buy	65,000 +13,000	+25%	+$413K	0.21%	46
2023 Q2	$1.69M	Hold	52,000	–	–	0.2%	46
2023 Q1	$1.42M	Buy	+52,000	New	+$1.46M	0.15%	54
2022 Q3	–	Sell	-52,530	Closed	-$1.44M	–	115
2022 Q2	$1.44M	Hold	52,530	–	–	0.13%	66
2022 Q1	$1.99M	Hold	52,530	–	–	0.14%	61
2021 Q4	$1.48M	Buy	52,530 +12,530	+31%	+$377K	0.11%	67
2021 Q3	$1.28M	Hold	40,000	–	–	0.08%	70
2021 Q2	$1.62M	Hold	40,000	–	–	0.09%	67
2021 Q1	$1.34M	Buy	40,000 +7,750	+24%	+$268K	0.08%	70
2020 Q4	$1.2M	Buy	+32,250	New	+$1.04M	0.08%	74

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

Global Endowment Management's EWZ Position: Q4 2024 in Review

Global Endowment Management sold out of iShares MSCI Brazil ETF (EWZ) in Q4 2024, closing a stake of 35,000 shares — an estimated $1.03M sold.

Global Endowment Management first reported a position in EWZ in Q4 2020 and held it in 14 quarters. The position peaked at $2.27M in Q4 2023. 235 funds tracked by Wall St. Rank hold EWZ as of Q4 2024.

Global Endowment Management reported no remaining iShares MSCI Brazil ETF position as of Q4 2024 after selling out during the quarter.
Global Endowment Management sold 35,000 iShares MSCI Brazil ETF shares in Q4 2024, an estimated $1.03M.
Global Endowment Management first reported a position in iShares MSCI Brazil ETF in Q4 2020 and held it in 14 quarters.
Global Endowment Management's iShares MSCI Brazil ETF position peaked at $2.27M in Q4 2023.
235 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q4 2024.

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