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

Focused 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
2019
Q3 		– Sell
-15
Closed -$1K – 722
2019
Q2 		$1K Hold
15
– – ﹤0.01% 692
2019
Q1 		$1K Hold
15
– – ﹤0.01% 647
2018
Q4 		$1K Hold
15
– – ﹤0.01% 643
2018
Q3 		$1K Hold
15
– – ﹤0.01% 611
2018
Q2 		$0 Sell
15
-180
-92% -$6.93K ﹤0.01% 686
2018
Q1 		$9K Buy
195
+1
+0.5% +$45 ﹤0.01% 489
2017
Q4 		$8K Sell
194
-14
-7% -$567 ﹤0.01% 497
2017
Q3 		$9K Buy
208
+15
+8% +$587 ﹤0.01% 450
2017
Q2 		$7K Buy
193
+2
+1% +$72 ﹤0.01% 517
2017
Q1 		$7K Buy
191
+75
+65% +$2.8K ﹤0.01% 502
2016
Q4 		$4K Buy
116
+1
+0.9% +$34 ﹤0.01% 568
2016
Q3 		$4K Buy
115
+100
+667% +$3.31K ﹤0.01% 549
2016
Q2 		$0 Hold
15
– – ﹤0.01% 682
2016
Q1 		$0 Sell
15
-25
-63% -$538 ﹤0.01% 675
2015
Q4 		$1K Hold
40
– – ﹤0.01% 621
2015
Q3 		$1K Hold
40
– – ﹤0.01% 625
2015
Q2 		$1K Hold
40
– – ﹤0.01% 608
2015
Q1 		$1K Sell
40
-134
-77% -$4.56K ﹤0.01% 629
2014
Q4 		$6K Sell
174
-203
-54% -$8.25K ﹤0.01% 482
2014
Q3 		$16K Hold
377
– – 0.01% 356
2014
Q2 		$18K Hold
377
– – 0.01% 327
2014
Q1 		$17K Hold
377
– – 0.01% 314
2013
Q4 		$17K Sell
377
-800
-68% -$38K 0.01% 316
2013
Q3 		$56K Buy
+1,177
New +$52.3K 0.05% 159

Other funds holding EWZ

PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
KI
Kapitalo Investimentos Sao Paulo, Brazil $1.58B AUM 19.49% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Focused Wealth Management's EWZ Position: Q3 2019 in Review

Focused Wealth Management sold out of iShares MSCI Brazil ETF (EWZ) in Q3 2019, closing a stake of 15 shares — an estimated $1K sold.

Focused Wealth Management first reported a position in EWZ in Q3 2013 and held it in 24 quarters. The position peaked at $56K in Q3 2013. 237 funds tracked by Wall St. Rank hold EWZ as of Q3 2019.

  • Focused Wealth Management reported no remaining iShares MSCI Brazil ETF position as of Q3 2019 after selling out during the quarter.
  • Focused Wealth Management sold 15 iShares MSCI Brazil ETF shares in Q3 2019, an estimated $1K.
  • Focused Wealth Management first reported a position in iShares MSCI Brazil ETF in Q3 2013 and held it in 24 quarters.
  • Focused Wealth Management's iShares MSCI Brazil ETF position peaked at $56K in Q3 2013.
  • 237 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q3 2019.

Based on Focused Wealth Management's 13F filing for Q3 2019, filed 6 Nov 2019.