Analyst IMS Investment Management Services’s iShares MSCI Brazil ETF EWZ Stock Holding History

Analyst IMS Investment Management Services’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
2018 Q4	–	Sell	-4,305	Closed	-$148K	–	119
2018 Q3	$148K	Buy	+4,305	New	+$145K	0.02%	108
2018 Q2	–	Sell	-5,496	Closed	-$247K	–	103
2018 Q1	$247K	Hold	5,496	–	–	0.08%	99
2017 Q4	$222K	Hold	5,496	–	–	0.07%	103
2017 Q3	$225K	Buy	+5,496	New	+$215K	0.07%	104
2017 Q2	–	Sell	-5,496	Closed	-$206K	–	110
2017 Q1	$206K	Buy	+5,496	New	+$205K	0.08%	104
2016 Q2	–	Sell	-26,321	Closed	-$692K	–	99
2016 Q1	$692K	Hold	26,321	–	–	0.3%	61
2015 Q4	$544K	Hold	26,321	–	–	0.23%	66
2015 Q3	$578K	Sell	26,321 -180	-0.7%	-$4.8K	0.24%	67
2015 Q2	$868K	Sell	26,501 -20	-0.1%	-$691	0.34%	60
2015 Q1	$832K	Sell	26,521 -26,499	-50%	-$901K	0.32%	66
2014 Q4	$1.94M	Buy	+53,020	New	+$2.15M	0.75%	35

Other funds holding EWZ

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

T2I

Turim 21 Investimentos Rio De Janeiro, Brazil $613M AUM 14.25% 1-Year Est. Return

Kapitalo Investimentos Sao Paulo, Brazil $1.58B AUM 19.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Analyst IMS Investment Management Services's EWZ Position: Q4 2018 in Review

Analyst IMS Investment Management Services sold out of iShares MSCI Brazil ETF (EWZ) in Q4 2018, closing a stake of 4,305 shares — an estimated $148K sold.

Analyst IMS Investment Management Services first reported a position in EWZ in Q4 2014 and held it in 11 quarters. The position peaked at $1.94M in Q4 2014. 276 funds tracked by Wall St. Rank hold EWZ as of Q4 2018.

Analyst IMS Investment Management Services reported no remaining iShares MSCI Brazil ETF position as of Q4 2018 after selling out during the quarter.
Analyst IMS Investment Management Services sold 4,305 iShares MSCI Brazil ETF shares in Q4 2018, an estimated $148K.
Analyst IMS Investment Management Services first reported a position in iShares MSCI Brazil ETF in Q4 2014 and held it in 11 quarters.
Analyst IMS Investment Management Services's iShares MSCI Brazil ETF position peaked at $1.94M in Q4 2014.
276 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q4 2018.

Based on Analyst IMS Investment Management Services's 13F filing for Q4 2018, filed 14 Feb 2019.