GI
EWZ icon

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

Glovista 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
Q4 		$9.43M Sell
269,068
-28,543
-10% -$924K 4.38% 9
2023
Q3 		$9.18M Sell
297,611
-44,600
-13% -$1.42M 5.45% 6
2023
Q2 		$11M Buy
342,211
+48,741
+17% +$1.45M 5.81% 6
2023
Q1 		$8.03M Sell
293,470
-7,843
-3% -$220K 4.88% 6
2022
Q4 		$8.48M Sell
301,313
-20,267
-6% -$619K 4.21% 8
2022
Q3 		$9.49M Buy
321,580
+6,980
+2% +$206K 4.96% 6
2022
Q2 		$8.61M Sell
314,600
-142,421
-31% -$4.72M 3.55% 7
2022
Q1 		$17.4M Buy
457,021
+76,752
+20% +$2.48M 5.16% 7
2021
Q4 		$10.7M Buy
380,269
+130,751
+52% +$3.93M 2.94% 10
2021
Q3 		$8.04M Buy
249,518
+7,452
+3% +$273K 2.34% 12
2021
Q2 		$9.75M Buy
242,066
+51,206
+27% +$1.93M 2.31% 9
2021
Q1 		$6.39M Buy
190,860
+46,872
+33% +$1.62M 1.95% 14
2020
Q4 		$5.35M Sell
143,988
-71,305
-33% -$2.3M 1.74% 13
2020
Q3 		$5.92M Buy
215,293
+70,605
+49% +$2.17M 2.1% 13
2020
Q2 		$4.11M Sell
144,688
-127,221
-47% -$3.33M 1.6% 18
2020
Q1 		$6.41M Buy
271,909
+34,091
+14% +$1.32M 3.33% 8
2019
Q4 		$11.2M Buy
237,818
+2,221
+0.9% +$97.2K 3.69% 7
2019
Q3 		$9.88M Buy
235,597
+154,489
+190% +$6.66M 3.56% 7
2019
Q2 		$3.56M Sell
81,108
-37,592
-32% -$1.55M 1.16% 23
2019
Q1 		$4.9M Sell
118,700
-55,051
-32% -$2.37M 1.54% 17
2018
Q4 		$6.66M Sell
173,751
-146,430
-46% -$5.67M 1.88% 16
2018
Q3 		$10.9M Buy
+320,181
New +$10.8M 2.85% 10
2018
Q2 		– Sell
-130,576
Closed -$5.8M – 107
2018
Q1 		$5.8M Sell
130,576
-555,240
-81% -$24.8M 1.28% 19
2017
Q4 		$27.6M Buy
685,816
+318,776
+87% +$12.9M 5.5% 5
2017
Q3 		$15.3M Sell
367,040
-53,408
-13% -$2.09M 2.92% 11
2017
Q2 		$14.3M Sell
420,448
-172,185
-29% -$6.19M 3.15% 8
2017
Q1 		$21.9M Sell
592,633
-307,279
-34% -$11.5M 4.91% 8
2016
Q4 		$30M Buy
899,912
+584,431
+185% +$20.1M 5.36% 9
2016
Q3 		$10.6M Sell
315,481
-1,391,649
-82% -$46.1M 2.05% 11
2016
Q2 		$51.5M Buy
1,707,130
+1,054,963
+162% +$29.1M 9.18% 2
2016
Q1 		$17.2M Buy
+652,167
New +$14M 2.85% 11
2015
Q3 		– Sell
-490,134
Closed -$16.1M – 72
2015
Q2 		$16.1M Buy
490,134
+42,656
+10% +$1.47M 1.84% 13
2015
Q1 		$14M Buy
447,478
+438,464
+4,864% +$14.9M 1.56% 15
2014
Q4 		$330K Sell
9,014
-638,734
-99% -$25.9M 0.04% 64
2014
Q3 		$28.1M Buy
647,748
+404,404
+166% +$20M 3.69% 8
2014
Q2 		$11.6M Sell
243,344
-160,516
-40% -$7.68M 1.63% 17
2014
Q1 		$18.2M Buy
403,860
+397,957
+6,742% +$16.3M 3.07% 7
2013
Q4 		$264K Sell
5,903
-12,929
-69% -$614K 0.04% 67
2013
Q3 		$902K Buy
+18,832
New +$837K 0.16% 32

Other funds holding EWZ

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
RCMU
Rokos Capital Management (UK) London, United Kingdom $13.2B AUM 85.71% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PC
PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
MPM
MBB Public Markets Chicago, Illinois $839M AUM 20.48% 1-Year Est. Return

Glovista Investments's EWZ Position: Q4 2023 in Review

Glovista Investments reduced its iShares MSCI Brazil ETF (EWZ) stake by 9.6% in Q4 2023, selling an estimated $924K and leaving 269,068 shares worth $9.43M. The position accounts for 4.38% of the portfolio, ranked #9.

Glovista Investments first reported a position in EWZ in Q3 2013 and has held it in 39 quarters since. The position peaked at $51.5M in Q2 2016. 326 funds tracked by Wall St. Rank hold EWZ as of Q4 2023.

  • Glovista Investments held 269,068 shares of iShares MSCI Brazil ETF worth $9.43M as of Q4 2023.
  • Glovista Investments sold 28,543 iShares MSCI Brazil ETF shares in Q4 2023, an estimated $924K.
  • iShares MSCI Brazil ETF made up 4.38% of Glovista Investments's portfolio in Q4 2023, its #9 holding.
  • Glovista Investments first reported a position in iShares MSCI Brazil ETF in Q3 2013 and has held it in 39 quarters since.
  • Glovista Investments's iShares MSCI Brazil ETF position peaked at $51.5M in Q2 2016.
  • 326 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q4 2023.

Based on Glovista Investments's 13F filing for Q4 2023, filed 12 Feb 2024.