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Clear Perspective Advisors’s iShares MSCI Brazil ETF EWZ Stock Holding History

Clear Perspective 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
2017
Q3 		– Sell
-102
Closed -$3K – 484
2017
Q2 		$3K Buy
+102
New +$3.67K ﹤0.01% 416

Other funds holding EWZ

PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 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
T2I
Turim 21 Investimentos Rio De Janeiro, Brazil $399M AUM 20.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
QIM
Quantitative Investment Management Charlottesville, Virginia $963M AUM 12.95% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Clear Perspective Advisors's EWZ Position: Q3 2017 in Review

Clear Perspective Advisors sold out of iShares MSCI Brazil ETF (EWZ) in Q3 2017, closing a stake of 102 shares — an estimated $3K sold.

Clear Perspective Advisors first reported a position in EWZ in Q2 2017 and held it in 1 quarter. The position peaked at $3K in Q2 2017. 233 funds tracked by Wall St. Rank hold EWZ as of Q3 2017.

  • Clear Perspective Advisors reported no remaining iShares MSCI Brazil ETF position as of Q3 2017 after selling out during the quarter.
  • Clear Perspective Advisors sold 102 iShares MSCI Brazil ETF shares in Q3 2017, an estimated $3K.
  • Clear Perspective Advisors first reported a position in iShares MSCI Brazil ETF in Q2 2017 and held it in 1 quarter.
  • Clear Perspective Advisors's iShares MSCI Brazil ETF position peaked at $3K in Q2 2017.
  • 233 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q3 2017.

Based on Clear Perspective Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.