EWZ β€” ISHARES INC

Ownership history in Phoenix Financial Ltd.  Β·  20 quarters on record

This page tracks every 13F SEC filing in which Phoenix Financial Ltd. reported a position in ISHARES INC (EWZ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
2.52% (2025 Q2)
πŸ“Š Avg. % of fund
0.63%
πŸ“… First filed
2020 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
20

Position Intelligence

Phoenix Financial Ltd. Γ— EWZ AI Analytics

πŸ“‰ Phoenix Financial Ltd. underperformed the S&P 500 by –5.5% annually on this EWZ position. Timing score: 31% (5/16 decisions correct). Average cost basis: $26.46. Maximum drawdown during holding period: –30.4%.

πŸ“ˆ Position Alpha vs SPY
-5.5%
annualised excess return

❌ Significantly underperformed the S&P 500 by 5.5% ann.
19 quarters analyzed

⏱️ Timing Score
31%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
5 of 16 add/trim decisions correct

πŸ’° Entry Quality
$26.46
+20.1% vs current ($31.77)

Best entry: $20.64 (2021 Q4)  Β·  Worst: $27.87 (2025 Q2)

πŸ›‘οΈ Drawdown Resilience
–30.4%
max drawdown while held

πŸ’ͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.

πŸ’ͺ Fund Conviction
56%
buy-side decisions

9 adds Β· 7 trims. Bought during 3 of 9 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ Phoenix Financial Ltd. has been actively increasing its EWZ allocation β€” a bullish signal from insiders.
Currently 1.11% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    EWZ price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 3,237,000 β€” 0% 1.11% $102.8M $31.77
2025 Q3 REDUCED 3,237,000 -3,372,000 -51.0% 1.33% $100.3M $29.95
2025 Q2 ADDED 6,609,000 +4,852,250 +276.2% 2.52% $190.7M $27.87
2025 Q1 REDUCED 1,756,750 -1,228,964 -41.2% 0.70% $45.4M $24.52
2024 Q4 UNCHANGED 2,985,714 β€” 0% 0.92% $67.2M $21.35
2024 Q3 ADDED 2,985,714 +2,941,979 +6726.8% 1.30% $88.0M $26.73
2024 Q1 REDUCED 43,735 -911,265 -95.4% 0.02% $1.4M $28.45
2023 Q4 UNCHANGED 955,000 β€” 0% 0.62% $37.6M $30.68
2023 Q3 UNCHANGED 955,000 β€” 0% 0.55% $29.3M $25.99
2023 Q2 ADDED 955,000 +912,490 +2146.5% 0.63% $31.0M $27.49
10 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding EWZ

As of 2025 Q4 β€” sorted by position size

Sagil Capital LLP 3Y 7Y 21.73% DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. 3Y 7Y 11.53% VPR Management LLC 3Y 6.98% NAN FUNG TRINITY (HK) Ltd 3Y 5.05% Anthracite Investment Company, Inc. 4.75% Cairn Investment Group, Inc. 3Y 4.33% Monaco Asset Management SAM 3Y 4.13% Hiddenite Capital Partners LP 3Y 4.12% Mount Lucas Management LP 3Y 7Y 4.07% FLAX POND CAPITAL, LLC 3.18%
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