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Ratio Wealth Group’s iShares MSCI Brazil ETF EWZ Stock Holding History

Ratio Wealth Group’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
Q1 		$2.21M Buy
68,259
+5,179
+8% +$171K 0.41% 42
2023
Q4 		$2.21M Buy
63,080
+5,470
+9% +$177K 0.48% 39
2023
Q3 		$1.77M Buy
+57,610
New +$1.83M 0.44% 36

Other funds holding EWZ

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Ratio Wealth Group's EWZ Position: Q1 2024 in Review

Ratio Wealth Group increased its iShares MSCI Brazil ETF (EWZ) stake by 8.2% in Q1 2024, buying an estimated $171K and bringing the position to 68,259 shares worth $2.21M. The position accounts for 0.41% of the portfolio, ranked #42.

Ratio Wealth Group first reported a position in EWZ in Q3 2023 and has held it in 3 quarters since. 288 funds tracked by Wall St. Rank hold EWZ as of Q1 2024.

  • Ratio Wealth Group held 68,259 shares of iShares MSCI Brazil ETF worth $2.21M as of Q1 2024.
  • Ratio Wealth Group bought 5,179 iShares MSCI Brazil ETF shares in Q1 2024, an estimated $171K.
  • iShares MSCI Brazil ETF made up 0.41% of Ratio Wealth Group's portfolio in Q1 2024, its #42 holding.
  • Ratio Wealth Group first reported a position in iShares MSCI Brazil ETF in Q3 2023 and has held it in 3 quarters since.
  • 288 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q1 2024.

Based on Ratio Wealth Group's 13F filing for Q1 2024, filed 13 May 2024.