KM
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Kalos Management’s iShares MSCI Brazil ETF EWZ Stock Holding History

Kalos 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
2022
Q1 		– Sell
-18,958
Closed -$566K – 230
2021
Q4 		$566K Buy
18,958
+1,565
+9% +$47K 0.15% 148
2021
Q3 		$520K Sell
17,393
-1,134
-6% -$41.5K 0.15% 154
2021
Q2 		$693K Buy
18,527
+2,908
+19% +$110K 0.28% 103
2021
Q1 		$598K Sell
15,619
-2,345
-13% -$81.2K 0.19% 131
2020
Q4 		$646K Sell
17,964
-2,295
-11% -$74K 0.28% 112
2020
Q3 		$643K Sell
20,259
-29,890
-60% -$917K 0.29% 105
2020
Q2 		$1.55M Sell
50,149
-2,048
-4% -$53.7K 0.65% 53
2020
Q1 		$1.18M Buy
52,197
+3,848
+8% +$149K 0.53% 62
2019
Q4 		$2.29M Sell
48,349
-55
-0.1% -$2.41K 0.84% 38
2019
Q3 		$2.04M Buy
+48,404
New +$2.09M 0.81% 35
2018
Q3 		– Sell
-16,076
Closed -$516K – 175
2018
Q2 		$516K Buy
16,076
+745
+5% +$28.7K 0.23% 106
2018
Q1 		$688K Sell
15,331
-340
-2% -$15.2K 0.41% 71
2017
Q4 		$633K Sell
15,671
-196
-1% -$7.93K 0.3% 91
2017
Q3 		$661K Sell
15,867
-26
-0.2% -$1.02K 0.43% 70
2017
Q2 		$542K Buy
15,893
+1,056
+7% +$38K 0.5% 59
2017
Q1 		$556K Buy
14,837
+496
+3% +$18.5K 0.39% 68
2016
Q4 		$478K Buy
+14,341
New +$492K 0.39% 65
2015
Q4 		– Hold
0
– – – 558

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
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
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Kalos Management's EWZ Position: Q1 2022 in Review

Kalos Management sold out of iShares MSCI Brazil ETF (EWZ) in Q1 2022, closing a stake of 18,958 shares — an estimated $566K sold.

Kalos Management first reported a position in EWZ in Q4 2016 and held it in 17 quarters. The position peaked at $2.29M in Q4 2019. 269 funds tracked by Wall St. Rank hold EWZ as of Q1 2022.

  • Kalos Management reported no remaining iShares MSCI Brazil ETF position as of Q1 2022 after selling out during the quarter.
  • Kalos Management sold 18,958 iShares MSCI Brazil ETF shares in Q1 2022, an estimated $566K.
  • Kalos Management first reported a position in iShares MSCI Brazil ETF in Q4 2016 and held it in 17 quarters.
  • Kalos Management's iShares MSCI Brazil ETF position peaked at $2.29M in Q4 2019.
  • 269 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q1 2022.

Based on Kalos Management's 13F filing for Q1 2022, filed 21 Jun 2022.