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

Destination 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
2018
Q2 		– Sell
-504
Closed -$7K – 548
2018
Q1 		$7K Buy
+504
New +$22.5K ﹤0.01% 425
2015
Q3 		– Sell
-38,628
Closed -$1.27M – 150
2015
Q2 		$1.27M Buy
+38,628
New +$1.33M 0.08% 122

Other funds holding EWZ

PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
ACJ
Autonomy Capital (Jersey) St. Helier, Jersey $54.8M AUM 37.27% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Destination Wealth Management's EWZ Position: Q2 2018 in Review

Destination Wealth Management sold out of iShares MSCI Brazil ETF (EWZ) in Q2 2018, closing a stake of 504 shares — an estimated $7K sold.

Destination Wealth Management first reported a position in EWZ in Q2 2015 and held it in 2 quarters. The position peaked at $1.27M in Q2 2015. 231 funds tracked by Wall St. Rank hold EWZ as of Q2 2018.

  • Destination Wealth Management reported no remaining iShares MSCI Brazil ETF position as of Q2 2018 after selling out during the quarter.
  • Destination Wealth Management sold 504 iShares MSCI Brazil ETF shares in Q2 2018, an estimated $7K.
  • Destination Wealth Management first reported a position in iShares MSCI Brazil ETF in Q2 2015 and held it in 2 quarters.
  • Destination Wealth Management's iShares MSCI Brazil ETF position peaked at $1.27M in Q2 2015.
  • 231 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q2 2018.

Based on Destination Wealth Management's 13F filing for Q2 2018, filed 31 Jul 2018.