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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q3
$5K Buy
+141
New +$4.67K 0.01% 146
2014
Q4
Sell
-267
Closed -$12K 177
2014
Q3
$12K Hold
267
0.01% 249
2014
Q2
$13K Hold
267
0.01% 208
2014
Q1
$12K Hold
267
0.01% 228
2013
Q4
$12K Sell
267
-4,292
-94% -$204K 0.01% 338
2013
Q3
$218K Buy
4,559
+4,292
+1,607% +$191K 0.19% 71
2013
Q2
$12K Buy
+267
New +$13.9K 0.02% 208

Other funds holding EWZ

Elite Wealth Management's EWZ Position: Q3 2016 in Review

Elite Wealth Management opened a new position in iShares MSCI Brazil ETF (EWZ) in Q3 2016: 141 shares worth $5K. The stake represents 0.01% of the portfolio and ranks #146 among its holdings. This is a return to the name: Elite Wealth Management previously reported a position in EWZ as recently as Q3 2014.

Elite Wealth Management first reported a position in EWZ in Q2 2013 and has held it in 7 quarters since. The position peaked at $218K in Q3 2013. 234 funds tracked by Wall St. Rank hold EWZ as of Q3 2016.

  • Elite Wealth Management held 141 shares of iShares MSCI Brazil ETF worth $5K as of Q3 2016.
  • iShares MSCI Brazil ETF was a new Elite Wealth Management position in Q3 2016.
  • iShares MSCI Brazil ETF made up 0.01% of Elite Wealth Management's portfolio in Q3 2016, its #146 holding.
  • Elite Wealth Management first reported a position in iShares MSCI Brazil ETF in Q2 2013 and has held it in 7 quarters since.
  • Elite Wealth Management's iShares MSCI Brazil ETF position peaked at $218K in Q3 2013.
  • 234 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q3 2016.

Based on Elite Wealth Management's 13F filing for Q3 2016, filed 23 Nov 2016.