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Cornerstone Wealth Management’s iShares MSCI Brazil Small-Cap ETF EWZS Stock Holding History

Cornerstone Wealth Management’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
Q1 		$441K Buy
26,199
+2,363
+10% +$40.8K 0.08% 242
2017
Q4 		$405K Buy
23,836
+1,493
+7% +$24.3K 0.08% 256
2017
Q3 		$384K Buy
+22,343
New +$345K 0.08% 248

Other funds holding EWZS

SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $16.3B AUM 44.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CRCP
Copper Rock Capital Partners Boston, Massachusetts $296M AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
SIC
Shoker Investment Counsel Oxford, Ohio $398M AUM 39.01% 1-Year Est. Return

Cornerstone Wealth Management's EWZS Position: Q1 2018 in Review

Cornerstone Wealth Management increased its iShares MSCI Brazil Small-Cap ETF (EWZS) stake by 9.9% in Q1 2018, buying an estimated $40.8K and bringing the position to 26,199 shares worth $441K. The position accounts for 0.08% of the portfolio, ranked #242.

Cornerstone Wealth Management first reported a position in EWZS in Q3 2017 and has held it in 3 quarters since. 24 funds tracked by Wall St. Rank hold EWZS as of Q1 2018.

  • Cornerstone Wealth Management held 26,199 shares of iShares MSCI Brazil Small-Cap ETF worth $441K as of Q1 2018.
  • Cornerstone Wealth Management bought 2,363 iShares MSCI Brazil Small-Cap ETF shares in Q1 2018, an estimated $40.8K.
  • iShares MSCI Brazil Small-Cap ETF made up 0.08% of Cornerstone Wealth Management's portfolio in Q1 2018, its #242 holding.
  • Cornerstone Wealth Management first reported a position in iShares MSCI Brazil Small-Cap ETF in Q3 2017 and has held it in 3 quarters since.
  • 24 funds tracked by Wall St. Rank held iShares MSCI Brazil Small-Cap ETF as of Q1 2018.

Based on Cornerstone Wealth Management's 13F filing for Q1 2018, filed 24 Apr 2018.