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Paloma Partners’s iShares MSCI Brazil ETF EWZ Stock Holding History

Paloma Partners’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
-217,500
Closed -$7.05M – 1305
2024
Q1 		$7.05M Buy
217,500
+167,300
+333% +$5.53M 0.37% 62
2023
Q4 		$1.75M Sell
50,200
-201,987
-80% -$6.54M 0.06% 297
2023
Q3 		$7.73M Buy
252,187
+78,487
+45% +$2.49M 0.27% 62
2023
Q2 		$5.63M Buy
+173,700
New +$5.17M 0.2% 89
2022
Q3 		– Sell
-280,200
Closed -$7.67M – 1117
2022
Q2 		$7.67M Buy
280,200
+78,900
+39% +$2.61M 0.27% 46
2022
Q1 		$7.61M Sell
201,300
-539,800
-73% -$17.4M 0.22% 56
2021
Q4 		$20.8M Buy
+741,100
New +$22.3M 0.31% 28
2021
Q1 		– Sell
-65,000
Closed -$2.41M – 2128
2020
Q4 		$2.41M Buy
+65,000
New +$2.1M 0.06% 322
2018
Q3 		– Sell
-95,000
Closed -$3.04M – 1650
2018
Q2 		$3.04M Buy
+95,000
New +$3.66M 0.06% 307
2018
Q1 		– Sell
-283,500
Closed -$11.5M – 2032
2017
Q4 		$11.5M Buy
283,500
+80,000
+39% +$3.24M 0.15% 104
2017
Q3 		$8.48M Hold
203,500
– – 0.12% 154
2017
Q2 		$6.95M Hold
203,500
– – 0.08% 231
2017
Q1 		$7.62M Buy
+203,500
New +$7.6M 0.09% 171
2015
Q4 		– Sell
-16,000
Closed -$351K – 1765
2015
Q3 		$351K Buy
+16,000
New +$427K 0.01% 1209
2014
Q4 		– Sell
-18,700
Closed -$813K – 1203
2014
Q3 		$813K Sell
18,700
-6,300
-25% -$312K 0.04% 388
2014
Q2 		$1.2M Buy
+25,000
New +$1.2M 0.05% 315

Other funds holding EWZ

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Paloma Partners's EWZ Position: Q3 2024 in Review

Paloma Partners sold out of iShares MSCI Brazil ETF (EWZ) in Q3 2024, closing a stake of 6,132 shares — an estimated $168K sold.

Paloma Partners first reported a position in EWZ in Q2 2013 and held it in 22 quarters. The position peaked at $17.2M in Q2 2019. 234 funds tracked by Wall St. Rank hold EWZ as of Q3 2024.

  • Paloma Partners reported no remaining iShares MSCI Brazil ETF position as of Q3 2024 after selling out during the quarter.
  • Paloma Partners sold 6,132 iShares MSCI Brazil ETF shares in Q3 2024, an estimated $168K.
  • Paloma Partners first reported a position in iShares MSCI Brazil ETF in Q2 2013 and held it in 22 quarters.
  • Paloma Partners's iShares MSCI Brazil ETF position peaked at $17.2M in Q2 2019.
  • 234 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q3 2024.

Based on Paloma Partners's 13F filing for Q3 2024, filed 14 Nov 2024.