North Star Investment Management’s iShares MSCI Brazil ETF EWZ Stock Holding History

North Star Investment 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
2020 Q3	–	Sell	-10	Closed	–	–	1010
2020 Q2	$0	Sell	10 -370	-97%	-$9.7K	﹤0.01%	992
2020 Q1	$9K	Hold	380	–	–	﹤0.01%	740
2019 Q4	$18K	Sell	380 -100	-21%	-$4.38K	﹤0.01%	726
2019 Q3	$20K	Buy	+480	New	+$20.7K	﹤0.01%	706
2019 Q2	–	Sell	-480	Closed	-$20K	–	566
2019 Q1	$20K	Hold	480	–	–	﹤0.01%	717
2018 Q4	$18K	Buy	480 +165	+52%	+$6.39K	﹤0.01%	709
2018 Q3	$11K	Hold	315	–	–	﹤0.01%	824
2018 Q2	$10K	Sell	315 -1,000	-76%	-$38.5K	﹤0.01%	851
2018 Q1	$59K	Hold	1,315	–	–	0.01%	523
2017 Q4	$53K	Sell	1,315 -105	-7%	-$4.25K	0.01%	534
2017 Q3	$59K	Hold	1,420	–	–	0.01%	515
2017 Q2	$48K	Hold	1,420	–	–	0.01%	548
2017 Q1	$53K	Buy	1,420 +1,320	+1,320%	+$49.3K	0.01%	515
2016 Q4	$3K	Buy	100 +73	+270%	+$2.51K	﹤0.01%	873
2016 Q3	$1K	Hold	27	–	–	﹤0.01%	775
2016 Q2	$1K	Hold	27	–	–	﹤0.01%	771
2016 Q1	$1K	Hold	27	–	–	﹤0.01%	732
2015 Q4	$1K	Hold	27	–	–	﹤0.01%	730
2015 Q3	$1K	Hold	27	–	–	﹤0.01%	813
2015 Q2	$1K	Hold	27	–	–	﹤0.01%	796
2015 Q1	$1K	Hold	27	–	–	﹤0.01%	768
2014 Q4	$1K	Hold	27	–	–	﹤0.01%	765
2014 Q3	$1K	Hold	27	–	–	﹤0.01%	626
2014 Q2	$1K	Hold	27	–	–	﹤0.01%	665
2014 Q1	$1K	Buy	+27	New	+$1.11K	﹤0.01%	663

Other funds holding EWZ

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

North Star Investment Management's EWZ Position: Q3 2020 in Review

North Star Investment Management sold out of iShares MSCI Brazil ETF (EWZ) in Q3 2020, closing a stake of 10 shares.

North Star Investment Management first reported a position in EWZ in Q1 2014 and held it in 25 quarters. The position peaked at $59K in Q1 2018. 192 funds tracked by Wall St. Rank hold EWZ as of Q3 2020.

North Star Investment Management reported no remaining iShares MSCI Brazil ETF position as of Q3 2020 after selling out during the quarter.
North Star Investment Management sold 10 iShares MSCI Brazil ETF shares in Q3 2020.
North Star Investment Management first reported a position in iShares MSCI Brazil ETF in Q1 2014 and held it in 25 quarters.
North Star Investment Management's iShares MSCI Brazil ETF position peaked at $59K in Q1 2018.
192 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q3 2020.

Based on North Star Investment Management's 13F filing for Q3 2020, filed 13 Oct 2020.