LM Advisors’s iShares MSCI Brazil ETF EWZ Stock Holding History

LM 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
2024 Q1	–	Sell	-524	Closed	-$18.3K	–	376
2023 Q4	$18.3K	Buy	+524	New	+$17K	﹤0.01%	447

Other funds holding EWZ

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

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

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

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

LM Advisors's EWZ Position: Q1 2024 in Review

LM Advisors sold out of iShares MSCI Brazil ETF (EWZ) in Q1 2024, closing a stake of 524 shares — an estimated $18.3K sold.

LM Advisors first reported a position in EWZ in Q4 2023 and held it in 1 quarter. The position peaked at $18.3K in Q4 2023. 288 funds tracked by Wall St. Rank hold EWZ as of Q1 2024.

LM Advisors reported no remaining iShares MSCI Brazil ETF position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 524 iShares MSCI Brazil ETF shares in Q1 2024, an estimated $18.3K.
LM Advisors first reported a position in iShares MSCI Brazil ETF in Q4 2023 and held it in 1 quarter.
LM Advisors's iShares MSCI Brazil ETF position peaked at $18.3K in Q4 2023.
288 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.