Apriem Advisors’s iShares MSCI Brazil ETF EWZ Stock Holding History

Apriem 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
2015 Q2	–	Sell	-300	Closed	-$9K	–	644
2015 Q1	$9K	Sell	300 -300	-50%	-$10.2K	﹤0.01%	419
2014 Q4	$22K	Hold	600	–	–	0.01%	283
2014 Q3	$26K	Hold	600	–	–	0.01%	272
2014 Q2	$29K	Hold	600	–	–	0.01%	241
2014 Q1	$27K	Hold	600	–	–	0.01%	271
2013 Q4	$27K	Buy	600 +200	+50%	+$9.5K	0.01%	264
2013 Q3	$19K	Buy	400 +250	+167%	+$11.1K	0.01%	288
2013 Q2	$7K	Buy	+150	New	+$7.79K	﹤0.01%	351

Other funds holding EWZ

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

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return

DILH

Dai-ichi Life Holdings Tokyo, Japan $104M AUM 4.63% 1-Year Est. Return

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

Apriem Advisors's EWZ Position: Q2 2015 in Review

Apriem Advisors sold out of iShares MSCI Brazil ETF (EWZ) in Q2 2015, closing a stake of 300 shares — an estimated $9K sold.

Apriem Advisors first reported a position in EWZ in Q2 2013 and held it in 8 quarters. The position peaked at $29K in Q2 2014. 193 funds tracked by Wall St. Rank hold EWZ as of Q2 2015.

Apriem Advisors reported no remaining iShares MSCI Brazil ETF position as of Q2 2015 after selling out during the quarter.
Apriem Advisors sold 300 iShares MSCI Brazil ETF shares in Q2 2015, an estimated $9K.
Apriem Advisors first reported a position in iShares MSCI Brazil ETF in Q2 2013 and held it in 8 quarters.
Apriem Advisors's iShares MSCI Brazil ETF position peaked at $29K in Q2 2014.
193 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q2 2015.

Based on Apriem Advisors's 13F filing for Q2 2015, filed 14 Aug 2015.