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Morningstar Investment Services’s iShares MSCI Brazil ETF EWZ Stock Holding History

Morningstar Investment Services’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
Q2 		– Sell
-346,575
Closed -$11.3M – 380
2024
Q1 		$11.3M Sell
346,575
-1,219,285
-78% -$40.3M 0.12% 122
2023
Q4 		$55M Buy
1,565,860
+771,053
+97% +$25M 0.31% 86
2023
Q3 		$24.2M Buy
+794,807
New +$25.3M 0.31% 84
2019
Q1 		– Sell
-185,530
Closed -$7.09M – 208
2018
Q4 		$7.09M Buy
185,530
+462
+0.2% +$17.9K 0.14% 113
2018
Q3 		$6.24M Buy
185,068
+13,032
+8% +$439K 0.11% 120
2018
Q2 		$5.51M Buy
172,036
+13,000
+8% +$501K 0.1% 122
2018
Q1 		$7.14M Sell
159,036
-50,371
-24% -$2.25M 0.14% 120
2017
Q4 		$8.47M Buy
209,407
+15,952
+8% +$646K 0.17% 108
2017
Q3 		$8.06M Buy
193,455
+13,652
+8% +$534K 0.18% 103
2017
Q2 		$6.14M Buy
179,803
+25,359
+16% +$912K 0.14% 106
2017
Q1 		$5.79M Buy
154,444
+25,638
+20% +$958K 0.15% 107
2016
Q4 		$4.29M Buy
128,806
+1,473
+1% +$50.6K 0.14% 107
2016
Q3 		$4.29M Sell
127,333
-2,827
-2% -$93.5K 0.12% 122
2016
Q2 		$3.97M Buy
130,160
+2,195
+2% +$60.6K 0.13% 121
2016
Q1 		$3.37M Buy
127,965
+63,170
+97% +$1.36M 0.12% 131
2015
Q4 		$1.34M Buy
64,795
+10,311
+19% +$240K 0.05% 150
2015
Q3 		$1.2M Buy
54,484
+13,709
+34% +$366K 0.05% 157
2015
Q2 		$1.34M Buy
40,775
+7,333
+22% +$253K 0.06% 155
2015
Q1 		$1.05M Buy
33,442
+14,096
+73% +$479K 0.05% 153
2014
Q4 		$707K Buy
19,346
+2,173
+13% +$88.3K 0.03% 165
2014
Q3 		$746K Buy
17,173
+1,224
+8% +$60.5K 0.04% 161
2014
Q2 		$762K Buy
15,949
+1,652
+12% +$79.1K 0.04% 150
2014
Q1 		$644K Buy
+14,297
New +$587K 0.04% 154

Other funds holding EWZ

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

Morningstar Investment Services's EWZ Position: Q2 2024 in Review

Morningstar Investment Services sold out of iShares MSCI Brazil ETF (EWZ) in Q2 2024, closing a stake of 346,575 shares — an estimated $11.3M sold.

Morningstar Investment Services first reported a position in EWZ in Q1 2014 and held it in 23 quarters. The position peaked at $55M in Q4 2023. 254 funds tracked by Wall St. Rank hold EWZ as of Q2 2024.

  • Morningstar Investment Services reported no remaining iShares MSCI Brazil ETF position as of Q2 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 346,575 iShares MSCI Brazil ETF shares in Q2 2024, an estimated $11.3M.
  • Morningstar Investment Services first reported a position in iShares MSCI Brazil ETF in Q1 2014 and held it in 23 quarters.
  • Morningstar Investment Services's iShares MSCI Brazil ETF position peaked at $55M in Q4 2023.
  • 254 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q2 2024.

Based on Morningstar Investment Services's 13F filing for Q2 2024, filed 13 Aug 2024.