Chevy Chase Trust
EWZ icon

Chevy Chase Trust’s iShares MSCI Brazil ETF EWZ Stock Holding History

Chevy Chase Trust’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
Q1 		– Sell
-180
Closed -$7K – 692
2014
Q4 		$7K Hold
180
– – ﹤0.01% 702
2014
Q3 		$8K Hold
180
– – ﹤0.01% 703
2014
Q2 		$9K Buy
+180
New +$8.62K ﹤0.01% 693
2014
Q1 		– Sell
-200
Closed -$9K – 663
2013
Q4 		$9K Buy
+200
New +$9.5K ﹤0.01% 647

Other funds holding EWZ

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NM
NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KC
Kepos Capital New York $61.3M AUM 12.13% 1-Year Est. Return

Chevy Chase Trust's EWZ Position: Q1 2015 in Review

Chevy Chase Trust sold out of iShares MSCI Brazil ETF (EWZ) in Q1 2015, closing a stake of 180 shares — an estimated $7K sold.

Chevy Chase Trust first reported a position in EWZ in Q4 2013 and held it in 4 quarters. The position peaked at $9K in Q2 2014. 202 funds tracked by Wall St. Rank hold EWZ as of Q1 2015.

  • Chevy Chase Trust reported no remaining iShares MSCI Brazil ETF position as of Q1 2015 after selling out during the quarter.
  • Chevy Chase Trust sold 180 iShares MSCI Brazil ETF shares in Q1 2015, an estimated $7K.
  • Chevy Chase Trust first reported a position in iShares MSCI Brazil ETF in Q4 2013 and held it in 4 quarters.
  • Chevy Chase Trust's iShares MSCI Brazil ETF position peaked at $9K in Q2 2014.
  • 202 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q1 2015.

Based on Chevy Chase Trust's 13F filing for Q1 2015, filed 15 Apr 2015.