NWM
EWZ icon

Navigation Wealth Management’s iShares MSCI Brazil ETF EWZ Stock Holding History

Navigation Wealth Management’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
2022
Q1 		– Sell
-15,642
Closed -$439K – 48
2021
Q4 		$439K Buy
+15,642
New +$470K 0.41% 4
2021
Q2 		– Sell
-6,434
Closed -$215K – 78
2021
Q1 		$215K Buy
+6,434
New +$223K 0.22% 5

Other funds holding EWZ

PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Navigation Wealth Management's EWZ Position: Q1 2022 in Review

Navigation Wealth Management sold out of iShares MSCI Brazil ETF (EWZ) in Q1 2022, closing a stake of 15,642 shares — an estimated $439K sold.

Navigation Wealth Management first reported a position in EWZ in Q1 2021 and held it in 2 quarters. The position peaked at $439K in Q4 2021. 269 funds tracked by Wall St. Rank hold EWZ as of Q1 2022.

  • Navigation Wealth Management reported no remaining iShares MSCI Brazil ETF position as of Q1 2022 after selling out during the quarter.
  • Navigation Wealth Management sold 15,642 iShares MSCI Brazil ETF shares in Q1 2022, an estimated $439K.
  • Navigation Wealth Management first reported a position in iShares MSCI Brazil ETF in Q1 2021 and held it in 2 quarters.
  • Navigation Wealth Management's iShares MSCI Brazil ETF position peaked at $439K in Q4 2021.
  • 269 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q1 2022.

Based on Navigation Wealth Management's 13F filing for Q1 2022, filed 6 May 2022.