HIG
EWZ icon

Herr Investment Group’s iShares MSCI Brazil ETF EWZ Stock Holding History

Herr Investment Group’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
Q1 		– Sell
-175,000
Closed -$6.12M – 81
2023
Q4 		$6.12M Buy
175,000
+25,000
+17% +$810K 0.36% 41
2023
Q3 		$4.6M Hold
150,000
– – 0.35% 36
2023
Q2 		$4.86M Hold
150,000
– – 0.36% 30
2023
Q1 		$4.11M Buy
+150,000
New +$4.2M 0.3% 38

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
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Herr Investment Group's EWZ Position: Q1 2024 in Review

Herr Investment Group sold out of iShares MSCI Brazil ETF (EWZ) in Q1 2024, closing a stake of 175,000 shares — an estimated $6.12M sold.

Herr Investment Group first reported a position in EWZ in Q1 2023 and held it in 4 quarters. The position peaked at $6.12M in Q4 2023. 288 funds tracked by Wall St. Rank hold EWZ as of Q1 2024.

  • Herr Investment Group reported no remaining iShares MSCI Brazil ETF position as of Q1 2024 after selling out during the quarter.
  • Herr Investment Group sold 175,000 iShares MSCI Brazil ETF shares in Q1 2024, an estimated $6.12M.
  • Herr Investment Group first reported a position in iShares MSCI Brazil ETF in Q1 2023 and held it in 4 quarters.
  • Herr Investment Group's iShares MSCI Brazil ETF position peaked at $6.12M in Q4 2023.
  • 288 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q1 2024.

Based on Herr Investment Group's 13F filing for Q1 2024, filed 13 May 2024.