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Avantax Planning Partners’s iShares MSCI Brazil ETF EWZ Stock Holding History

Avantax Planning Partners’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
-98
Closed -$3K – 566
2018
Q3 		$3K Buy
+98
New +$3.3K ﹤0.01% 1245
2018
Q2 		– Sell
-97
Closed -$4K – 610
2018
Q1 		$4K Buy
+97
New +$4.34K ﹤0.01% 1407

Other funds holding EWZ

PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
T2I
Turim 21 Investimentos Rio De Janeiro, Brazil $399M AUM 20.13% 1-Year Est. Return
KI
Kapitalo Investimentos Sao Paulo, Brazil $531M AUM 25.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Avantax Planning Partners's EWZ Position: Q4 2018 in Review

Avantax Planning Partners sold out of iShares MSCI Brazil ETF (EWZ) in Q4 2018, closing a stake of 98 shares — an estimated $3K sold.

Avantax Planning Partners first reported a position in EWZ in Q1 2018 and held it in 2 quarters. The position peaked at $4K in Q1 2018. 276 funds tracked by Wall St. Rank hold EWZ as of Q4 2018.

  • Avantax Planning Partners reported no remaining iShares MSCI Brazil ETF position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 98 iShares MSCI Brazil ETF shares in Q4 2018, an estimated $3K.
  • Avantax Planning Partners first reported a position in iShares MSCI Brazil ETF in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's iShares MSCI Brazil ETF position peaked at $4K in Q1 2018.
  • 276 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.