Palladiem’s iShares MSCI Brazil ETF EWZ Stock Holding History

Palladiem’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
2023 Q3	$519K	Sell	16,923 -190	-1%	-$6.04K	0.56%	29
2023 Q2	$555K	Hold	17,113	–	–	0.57%	29
2023 Q1	$469K	Buy	17,113 +7,920	+86%	+$222K	0.5%	29
2022 Q4	$257K	Buy	9,193 +2,420	+36%	+$73.9K	0.27%	42
2022 Q3	$201K	Buy	+6,773	New	+$200K	0.21%	48
2022 Q2	–	Sell	-6,333	Closed	-$239K	–	55
2022 Q1	$239K	Buy	+6,333	New	+$205K	0.21%	46
2021 Q4	–	Sell	-6,333	Closed	-$203K	–	64
2021 Q3	$203K	Hold	6,333	–	–	0.16%	56
2021 Q2	$257K	Hold	6,333	–	–	0.21%	53
2021 Q1	$212K	Buy	+6,333	New	+$219K	0.18%	54

Other funds holding EWZ

Goldman Sachs New York $871B AUM 31.28% 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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MPM

MBB Public Markets Chicago, Illinois $839M AUM 20.48% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return

Palladiem's EWZ Position: Q3 2023 in Review

Palladiem reduced its iShares MSCI Brazil ETF (EWZ) stake by 1.1% in Q3 2023, selling an estimated $6.04K and leaving 16,923 shares worth $519K. The position accounts for 0.56% of the portfolio, ranked #29.

Palladiem first reported a position in EWZ in Q1 2021 and has held it in 9 quarters since. The position peaked at $555K in Q2 2023. 289 funds tracked by Wall St. Rank hold EWZ as of Q3 2023.

Palladiem held 16,923 shares of iShares MSCI Brazil ETF worth $519K as of Q3 2023.
Palladiem sold 190 iShares MSCI Brazil ETF shares in Q3 2023, an estimated $6.04K.
iShares MSCI Brazil ETF made up 0.56% of Palladiem's portfolio in Q3 2023, its #29 holding.
Palladiem first reported a position in iShares MSCI Brazil ETF in Q1 2021 and has held it in 9 quarters since.
Palladiem's iShares MSCI Brazil ETF position peaked at $555K in Q2 2023.
289 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q3 2023.

Based on Palladiem's 13F filing for Q3 2023, filed 8 Dec 2023.