Marietta Investment Partners’s iShares MSCI Brazil ETF EWZ Stock Holding History

Marietta Investment Partners’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
2021 Q1	–	Sell	-8,756	Closed	-$325K	–	171
2020 Q4	$325K	Buy	8,756 +830	+10%	+$26.8K	0.08%	126
2020 Q3	$219K	Sell	7,926 -5,790	-42%	-$178K	0.07%	135
2020 Q2	$394K	Buy	13,716 +898	+7%	+$23.5K	0.13%	99
2020 Q1	$302K	Sell	12,818 -9,262	-42%	-$358K	0.13%	100
2019 Q4	$1.05M	Hold	22,080	–	–	0.34%	64
2019 Q3	$930K	Sell	22,080 -878	-4%	-$37.9K	0.32%	65
2019 Q2	$1M	Sell	22,958 -117,979	-84%	-$4.87M	0.33%	70
2019 Q1	$5.78M	Buy	140,937 +57,895	+70%	+$2.49M	1.82%	15
2018 Q4	$3.17M	Buy	+83,042	New	+$3.22M	1.21%	29

Other funds holding EWZ

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

VPR Management Houston, Texas $249M AUM 23.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Marietta Investment Partners's EWZ Position: Q1 2021 in Review

Marietta Investment Partners sold out of iShares MSCI Brazil ETF (EWZ) in Q1 2021, closing a stake of 8,756 shares — an estimated $325K sold.

Marietta Investment Partners first reported a position in EWZ in Q4 2018 and held it in 9 quarters. The position peaked at $5.78M in Q1 2019. 237 funds tracked by Wall St. Rank hold EWZ as of Q1 2021.

Marietta Investment Partners reported no remaining iShares MSCI Brazil ETF position as of Q1 2021 after selling out during the quarter.
Marietta Investment Partners sold 8,756 iShares MSCI Brazil ETF shares in Q1 2021, an estimated $325K.
Marietta Investment Partners first reported a position in iShares MSCI Brazil ETF in Q4 2018 and held it in 9 quarters.
Marietta Investment Partners's iShares MSCI Brazil ETF position peaked at $5.78M in Q1 2019.
237 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q1 2021.

Based on Marietta Investment Partners's 13F filing for Q1 2021, filed 14 May 2021.