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Navis Wealth Advisors’s iShares MSCI Brazil ETF EWZ Stock Holding History

Navis Wealth 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
2021
Q1 		– Sell
-3,000
Closed -$111K – 139
2020
Q4 		$111K Buy
+3,000
New +$96.8K 0.1% 114

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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
VM
VPR Management Houston, Texas $250M AUM 34.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Navis Wealth Advisors's EWZ Position: Q1 2021 in Review

Navis Wealth Advisors sold out of iShares MSCI Brazil ETF (EWZ) in Q1 2021, closing a stake of 3,000 shares — an estimated $111K sold.

Navis Wealth Advisors first reported a position in EWZ in Q4 2020 and held it in 1 quarter. The position peaked at $111K in Q4 2020. 237 funds tracked by Wall St. Rank hold EWZ as of Q1 2021.

  • Navis Wealth Advisors reported no remaining iShares MSCI Brazil ETF position as of Q1 2021 after selling out during the quarter.
  • Navis Wealth Advisors sold 3,000 iShares MSCI Brazil ETF shares in Q1 2021, an estimated $111K.
  • Navis Wealth Advisors first reported a position in iShares MSCI Brazil ETF in Q4 2020 and held it in 1 quarter.
  • Navis Wealth Advisors's iShares MSCI Brazil ETF position peaked at $111K in Q4 2020.
  • 237 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q1 2021.

Based on Navis Wealth Advisors's 13F filing for Q1 2021, filed 18 May 2021.