AIM
EWZ icon

ADAR Investment Management’s iShares MSCI Brazil ETF EWZ Stock Holding History

ADAR Investment Management’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
2014
Q3 		$217K Hold
5,000
– – 5.79% 10
2014
Q2 		$239K Buy
+5,000
New +$239K 7.61% 7

Other funds holding EWZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $49.3B AUM 36.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

ADAR Investment Management's EWZ Position: Q3 2014 in Review

ADAR Investment Management held its iShares MSCI Brazil ETF (EWZ) position steady in Q3 2014 at 5,000 shares worth $217K. The position accounts for 5.79% of the portfolio, ranked #10.

ADAR Investment Management first reported a position in EWZ in Q2 2014 and has held it in 2 quarters since. The position peaked at $239K in Q2 2014. 266 funds tracked by Wall St. Rank hold EWZ as of Q3 2014.

  • ADAR Investment Management held 5,000 shares of iShares MSCI Brazil ETF worth $217K as of Q3 2014.
  • ADAR Investment Management left its iShares MSCI Brazil ETF share count unchanged in Q3 2014.
  • iShares MSCI Brazil ETF made up 5.79% of ADAR Investment Management's portfolio in Q3 2014, its #10 holding.
  • ADAR Investment Management first reported a position in iShares MSCI Brazil ETF in Q2 2014 and has held it in 2 quarters since.
  • ADAR Investment Management's iShares MSCI Brazil ETF position peaked at $239K in Q2 2014.
  • 266 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q3 2014.

Based on ADAR Investment Management's 13F filing for Q3 2014, filed 12 Nov 2014.