Kapitalo Investimentos’s iShares MSCI Brazil ETF EWZ Stock Holding History

Kapitalo Investimentos’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	–	Sell	-2,140,401	Closed	-$65.6M	–	593
2023 Q3	$65.6M	Sell	2,140,401 -1,806,159	-46%	-$57.4M	8.92%	2
2023 Q2	$128M	Buy	+3,946,560	New	+$117M	23.79%	1
2022 Q4	–	Sell	-5,329,500	Closed	-$158M	–	188
2022 Q3	$158M	Buy	+5,329,500	New	+$157M	65.37%	1
2021 Q2	–	Sell	-2,580	Closed	-$86.3K	–	39
2021 Q1	$86.3K	Buy	+2,580	New	+$89.4K	0.09%	22
2020 Q3	–	Sell	-210,004	Closed	-$6.04M	–	19
2020 Q2	$6.04M	Buy	+210,004	New	+$5.5M	4.54%	5
2019 Q4	–	Sell	-2,817,380	Closed	-$119M	–	21
2019 Q3	$119M	Buy	+2,817,380	New	+$122M	61.14%	1
2019 Q2	–	Sell	-2,304,449	Closed	-$94.5M	–	18
2019 Q1	$94.5M	Sell	2,304,449 -3,372,551	-59%	-$145M	54.39%	1
2018 Q4	$216M	Buy	+5,677,000	New	+$220M	91.04%	1

Other funds holding EWZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

DFO

Duquesne Family Office New York $3.38B AUM 61.92% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

BHCM

Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return

Kapitalo Investimentos's EWZ Position: Q4 2023 in Review

Kapitalo Investimentos sold out of iShares MSCI Brazil ETF (EWZ) in Q4 2023, closing a stake of 2,140,401 shares — an estimated $65.6M sold.

Kapitalo Investimentos first reported a position in EWZ in Q4 2018 and held it in 8 quarters. The position peaked at $216M in Q4 2018. 326 funds tracked by Wall St. Rank hold EWZ as of Q4 2023.

Kapitalo Investimentos reported no remaining iShares MSCI Brazil ETF position as of Q4 2023 after selling out during the quarter.
Kapitalo Investimentos sold 2,140,401 iShares MSCI Brazil ETF shares in Q4 2023, an estimated $65.6M.
Kapitalo Investimentos first reported a position in iShares MSCI Brazil ETF in Q4 2018 and held it in 8 quarters.
Kapitalo Investimentos's iShares MSCI Brazil ETF position peaked at $216M in Q4 2018.
326 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q4 2023.

Based on Kapitalo Investimentos's 13F filing for Q4 2023, filed 29 Mar 2024.