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Braver Wealth Management’s iShares MSCI Brazil ETF EWZ Stock Holding History

Braver Wealth Management’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
2016
Q4 		$3.81M Sell
114,117
-8,623
-7% -$296K 0.62% 48
2016
Q3 		$4.14M Buy
+122,740
New +$4.06M 0.69% 41

Other funds holding EWZ

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Braver Wealth Management's EWZ Position: Q4 2016 in Review

Braver Wealth Management reduced its iShares MSCI Brazil ETF (EWZ) stake by 7% in Q4 2016, selling an estimated $296K and leaving 114,117 shares worth $3.81M. The position accounts for 0.62% of the portfolio, ranked #48.

Braver Wealth Management first reported a position in EWZ in Q3 2016 and has held it in 2 quarters since. The position peaked at $4.14M in Q3 2016. 225 funds tracked by Wall St. Rank hold EWZ as of Q4 2016.

  • Braver Wealth Management held 114,117 shares of iShares MSCI Brazil ETF worth $3.81M as of Q4 2016.
  • Braver Wealth Management sold 8,623 iShares MSCI Brazil ETF shares in Q4 2016, an estimated $296K.
  • iShares MSCI Brazil ETF made up 0.62% of Braver Wealth Management's portfolio in Q4 2016, its #48 holding.
  • Braver Wealth Management first reported a position in iShares MSCI Brazil ETF in Q3 2016 and has held it in 2 quarters since.
  • Braver Wealth Management's iShares MSCI Brazil ETF position peaked at $4.14M in Q3 2016.
  • 225 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.