Financial Architects (New Jersey)’s iShares MSCI Brazil ETF EWZ Stock Holding History

Financial Architects (New Jersey)’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
2016 Q4	–	Sell	-1,300	Closed	-$44K	–	1421
2016 Q3	$44K	Sell	1,300 -300	-19%	-$9.93K	0.01%	607
2016 Q2	$48K	Buy	+1,600	New	+$44.2K	0.01%	542
2014 Q4	–	Sell	-500	Closed	-$22K	–	972
2014 Q3	$22K	Hold	500	–	–	0.01%	455
2014 Q2	$24K	Buy	+500	New	+$23.9K	0.01%	464
2013 Q4	–	Sell	-500	Closed	-$24K	–	292
2013 Q3	$24K	Sell	500 -3,165	-86%	-$141K	0.02%	351
2013 Q2	$161K	Buy	+3,665	New	+$190K	0.12%	128

Other funds holding EWZ

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Financial Architects (New Jersey)'s EWZ Position: Q4 2016 in Review

Financial Architects (New Jersey) sold out of iShares MSCI Brazil ETF (EWZ) in Q4 2016, closing a stake of 1,300 shares — an estimated $44K sold.

Financial Architects (New Jersey) first reported a position in EWZ in Q2 2013 and held it in 6 quarters. The position peaked at $161K in Q2 2013. 225 funds tracked by Wall St. Rank hold EWZ as of Q4 2016.

Financial Architects (New Jersey) reported no remaining iShares MSCI Brazil ETF position as of Q4 2016 after selling out during the quarter.
Financial Architects (New Jersey) sold 1,300 iShares MSCI Brazil ETF shares in Q4 2016, an estimated $44K.
Financial Architects (New Jersey) first reported a position in iShares MSCI Brazil ETF in Q2 2013 and held it in 6 quarters.
Financial Architects (New Jersey)'s iShares MSCI Brazil ETF position peaked at $161K in Q2 2013.
225 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q4 2016.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2016, filed 6 Feb 2017.