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Ballew Advisors’s iShares MSCI Brazil Small-Cap ETF EWZS Stock Holding History

Ballew Advisors’s Portfolio EWZS Stock Details EWZS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-100
Closed -$1K – 202
2018
Q3 		$1K Buy
+100
New +$1.26K ﹤0.01% 430

Other funds holding EWZS

SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return
GC
Globeflex Capital San Diego, California $661M AUM 50.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ballew Advisors's EWZS Position: Q4 2018 in Review

Ballew Advisors sold out of iShares MSCI Brazil Small-Cap ETF (EWZS) in Q4 2018, closing a stake of 100 shares — an estimated $1K sold.

Ballew Advisors first reported a position in EWZS in Q3 2018 and held it in 1 quarter. The position peaked at $1K in Q3 2018. 25 funds tracked by Wall St. Rank hold EWZS as of Q4 2018.

  • Ballew Advisors reported no remaining iShares MSCI Brazil Small-Cap ETF position as of Q4 2018 after selling out during the quarter.
  • Ballew Advisors sold 100 iShares MSCI Brazil Small-Cap ETF shares in Q4 2018, an estimated $1K.
  • Ballew Advisors first reported a position in iShares MSCI Brazil Small-Cap ETF in Q3 2018 and held it in 1 quarter.
  • Ballew Advisors's iShares MSCI Brazil Small-Cap ETF position peaked at $1K in Q3 2018.
  • 25 funds tracked by Wall St. Rank held iShares MSCI Brazil Small-Cap ETF as of Q4 2018.

Based on Ballew Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.