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Marvin & Palmer Associates’s iShares MSCI Brazil ETF EWZ Stock Holding History

Marvin & Palmer Associates’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
-48,190
Closed -$1.68M – 29
2023
Q4 		$1.68M Buy
48,190
+21,946
+84% +$711K 1.88% 27
2023
Q3 		$805K Buy
+26,244
New +$834K 0.52% 24
2019
Q2 		– Sell
-32,130
Closed -$1.32M – 27
2019
Q1 		$1.32M Buy
32,130
+5,800
+22% +$249K 1.03% 26
2018
Q4 		$1.01M Buy
+26,330
New +$1.02M 0.87% 24

Other funds holding EWZ

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Marvin & Palmer Associates's EWZ Position: Q1 2024 in Review

Marvin & Palmer Associates sold out of iShares MSCI Brazil ETF (EWZ) in Q1 2024, closing a stake of 48,190 shares — an estimated $1.68M sold.

Marvin & Palmer Associates first reported a position in EWZ in Q4 2018 and held it in 4 quarters. The position peaked at $1.68M in Q4 2023. 288 funds tracked by Wall St. Rank hold EWZ as of Q1 2024.

  • Marvin & Palmer Associates reported no remaining iShares MSCI Brazil ETF position as of Q1 2024 after selling out during the quarter.
  • Marvin & Palmer Associates sold 48,190 iShares MSCI Brazil ETF shares in Q1 2024, an estimated $1.68M.
  • Marvin & Palmer Associates first reported a position in iShares MSCI Brazil ETF in Q4 2018 and held it in 4 quarters.
  • Marvin & Palmer Associates's iShares MSCI Brazil ETF position peaked at $1.68M in Q4 2023.
  • 288 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q1 2024.

Based on Marvin & Palmer Associates's 13F filing for Q1 2024, filed 13 May 2024.