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AmeriServ Wealth Advisors’s iShares MSCI Brazil ETF EWZ Stock Holding History

AmeriServ Wealth Advisors’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
2017
Q1 		$1.47M Buy
39,272
+1,833
+5% +$68.5K 1.92% 12
2016
Q4 		$1.25M Buy
37,439
+163
+0.4% +$5.6K 1.46% 13
2016
Q3 		$1.26M Sell
37,276
-6,330
-15% -$209K 1.59% 10
2016
Q2 		$1.32M Buy
+43,606
New +$1.2M 1.96% 10

Other funds holding EWZ

PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 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
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AmeriServ Wealth Advisors's EWZ Position: Q1 2017 in Review

AmeriServ Wealth Advisors increased its iShares MSCI Brazil ETF (EWZ) stake by 4.9% in Q1 2017, buying an estimated $68.5K and bringing the position to 39,272 shares worth $1.47M. The position accounts for 1.92% of the portfolio, ranked #12.

AmeriServ Wealth Advisors first reported a position in EWZ in Q2 2016 and has held it in 4 quarters since. 238 funds tracked by Wall St. Rank hold EWZ as of Q1 2017.

  • AmeriServ Wealth Advisors held 39,272 shares of iShares MSCI Brazil ETF worth $1.47M as of Q1 2017.
  • AmeriServ Wealth Advisors bought 1,833 iShares MSCI Brazil ETF shares in Q1 2017, an estimated $68.5K.
  • iShares MSCI Brazil ETF made up 1.92% of AmeriServ Wealth Advisors's portfolio in Q1 2017, its #12 holding.
  • AmeriServ Wealth Advisors first reported a position in iShares MSCI Brazil ETF in Q2 2016 and has held it in 4 quarters since.
  • 238 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q1 2017.

Based on AmeriServ Wealth Advisors's 13F filing for Q1 2017, filed 12 May 2017.