JPMIA
EWZ icon

J.P. Marvel Investment Advisors’s iShares MSCI Brazil ETF EWZ Stock Holding History

J.P. Marvel Investment Advisors’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
2020
Q1 		– Sell
-47,750
Closed -$2.27M – 66
2019
Q4 		$2.27M Sell
47,750
-2,120
-4% -$92.8K 0.66% 44
2019
Q3 		$2.1M Buy
+49,870
New +$2.15M 0.67% 45
2019
Q1 		$1.64M Buy
40,110
+5,950
+17% +$256K 0.53% 45
2018
Q4 		$1.3M Buy
+34,160
New +$1.32M 0.47% 49

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
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

J.P. Marvel Investment Advisors's EWZ Position: Q1 2020 in Review

J.P. Marvel Investment Advisors sold out of iShares MSCI Brazil ETF (EWZ) in Q1 2020, closing a stake of 47,750 shares — an estimated $2.27M sold.

J.P. Marvel Investment Advisors first reported a position in EWZ in Q4 2018 and held it in 4 quarters. The position peaked at $2.27M in Q4 2019. 212 funds tracked by Wall St. Rank hold EWZ as of Q1 2020.

  • J.P. Marvel Investment Advisors reported no remaining iShares MSCI Brazil ETF position as of Q1 2020 after selling out during the quarter.
  • J.P. Marvel Investment Advisors sold 47,750 iShares MSCI Brazil ETF shares in Q1 2020, an estimated $2.27M.
  • J.P. Marvel Investment Advisors first reported a position in iShares MSCI Brazil ETF in Q4 2018 and held it in 4 quarters.
  • J.P. Marvel Investment Advisors's iShares MSCI Brazil ETF position peaked at $2.27M in Q4 2019.
  • 212 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q1 2020.

Based on J.P. Marvel Investment Advisors's 13F filing for Q1 2020, filed 9 Sep 2021.