Smart Portfolios LLC’s iShares MSCI Brazil ETF EWZ Stock Holding History

Smart Portfolios LLC’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 Q4	–	Sell	-31,185	Closed	-$920K	–	100
2024 Q3	$920K	Sell	31,185 -5,247	-14%	-$152K	0.94%	31
2024 Q2	$996K	Buy	36,432 +918	+3%	+$27.9K	1%	27
2024 Q1	$1.15M	Sell	35,514 -121	-0.3%	-$4K	1.21%	21
2023 Q4	$1.18M	Buy	35,635 +433	+1%	+$14K	1.39%	20
2023 Q3	$1.08M	Sell	35,202 -335	-0.9%	-$10.6K	1.94%	17
2023 Q2	$1.15M	Sell	35,537 -171	-0.5%	-$5.09K	2.02%	17
2023 Q1	$978K	Buy	35,708 +800	+2%	+$22.4K	1.72%	17
2022 Q4	$976K	Buy	+34,908	New	+$1.07M	1.95%	16
2014 Q4	–	Sell	-5,305	Closed	-$230K	–	34
2014 Q3	$230K	Buy	+5,305	New	+$262K	0.28%	26
2013 Q4	–	Sell	-13,057	Closed	-$625K	–	23
2013 Q3	$625K	Buy	+13,057	New	+$580K	0.9%	17

Other funds holding EWZ

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

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

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

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

PPFA

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

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

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

Smart Portfolios LLC's EWZ Position: Q4 2024 in Review

Smart Portfolios LLC sold out of iShares MSCI Brazil ETF (EWZ) in Q4 2024, closing a stake of 31,185 shares — an estimated $920K sold.

Smart Portfolios LLC first reported a position in EWZ in Q3 2013 and held it in 10 quarters. The position peaked at $1.18M in Q4 2023. 235 funds tracked by Wall St. Rank hold EWZ as of Q4 2024.

Smart Portfolios LLC reported no remaining iShares MSCI Brazil ETF position as of Q4 2024 after selling out during the quarter.
Smart Portfolios LLC sold 31,185 iShares MSCI Brazil ETF shares in Q4 2024, an estimated $920K.
Smart Portfolios LLC first reported a position in iShares MSCI Brazil ETF in Q3 2013 and held it in 10 quarters.
Smart Portfolios LLC's iShares MSCI Brazil ETF position peaked at $1.18M in Q4 2023.
235 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q4 2024.

Based on Smart Portfolios LLC's 13F filing for Q4 2024, filed 10 Feb 2025.