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James Investment Research’s iShares MSCI Brazil ETF EWZ Stock Holding History

James Investment Research’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
Q1 		– Sell
-3,094
Closed -$87K – 598
2022
Q4 		$87K Buy
+3,094
New +$94.5K 0.01% 315
2020
Q2 		– Sell
-1,800
Closed -$42K – 465
2020
Q1 		$42K Sell
1,800
-950
-35% -$36.7K ﹤0.01% 319
2019
Q4 		$130K Sell
2,750
-1,200
-30% -$52.5K 0.01% 306
2019
Q3 		$166K Hold
3,950
– – 0.01% 322
2019
Q2 		$173K Sell
3,950
-345
-8% -$14.2K 0.01% 389
2019
Q1 		$176K Sell
4,295
-7,200
-63% -$309K 0.01% 528
2018
Q4 		$439K Buy
11,495
+8,445
+277% +$327K 0.03% 468
2018
Q3 		$103K Sell
3,050
-90
-3% -$3.03K ﹤0.01% 615
2018
Q2 		$101K Sell
3,140
-44,020
-93% -$1.7M ﹤0.01% 620
2018
Q1 		$2.12M Sell
47,160
-6,195
-12% -$277K 0.08% 268
2017
Q4 		$2.16M Sell
53,355
-21,145
-28% -$856K 0.07% 245
2017
Q3 		$3.11M Buy
74,500
+61,750
+484% +$2.42M 0.1% 154
2017
Q2 		$435K Sell
12,750
-11,812
-48% -$425K 0.01% 464
2017
Q1 		$920K Buy
24,562
+10,970
+81% +$410K 0.03% 308
2016
Q4 		$453K Buy
13,592
+1,350
+11% +$46.4K 0.01% 296
2016
Q3 		$413K Sell
12,242
-1,990
-14% -$65.8K 0.01% 300
2016
Q2 		$430K Buy
14,232
+1,050
+8% +$29K 0.01% 265
2016
Q1 		$347K Buy
13,182
+12,782
+3,196% +$275K 0.01% 256
2015
Q4 		$8K Hold
400
– – ﹤0.01% 463
2015
Q3 		$9K Hold
400
– – ﹤0.01% 459
2015
Q2 		$13K Buy
+400
New +$13.8K ﹤0.01% 473
2014
Q4 		– Sell
-2,516
Closed -$109K – 515
2014
Q3 		$109K Buy
+2,516
New +$124K ﹤0.01% 351
2013
Q3 		– Sell
-75
Closed -$3K – 528
2013
Q2 		$3K Buy
+75
New +$3.9K ﹤0.01% 499

Other funds holding EWZ

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MPM
MBB Public Markets Chicago, Illinois $926M AUM 11.38% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

James Investment Research's EWZ Position: Q1 2023 in Review

James Investment Research sold out of iShares MSCI Brazil ETF (EWZ) in Q1 2023, closing a stake of 3,094 shares — an estimated $87K sold.

James Investment Research first reported a position in EWZ in Q2 2013 and held it in 23 quarters. The position peaked at $3.11M in Q3 2017. 240 funds tracked by Wall St. Rank hold EWZ as of Q1 2023.

  • James Investment Research reported no remaining iShares MSCI Brazil ETF position as of Q1 2023 after selling out during the quarter.
  • James Investment Research sold 3,094 iShares MSCI Brazil ETF shares in Q1 2023, an estimated $87K.
  • James Investment Research first reported a position in iShares MSCI Brazil ETF in Q2 2013 and held it in 23 quarters.
  • James Investment Research's iShares MSCI Brazil ETF position peaked at $3.11M in Q3 2017.
  • 240 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q1 2023.

Based on James Investment Research's 13F filing for Q1 2023, filed 26 Apr 2023.