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Haberer Registered Investment Advisor’s iShares MSCI Brazil ETF EWZ Stock Holding History

Haberer Registered Investment Advisor’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
2015
Q1 		$8K Hold
250
– – ﹤0.01% 250
2014
Q4 		$9K Hold
250
– – 0.01% 245
2014
Q3 		$11K Sell
250
-200
-44% -$9.89K 0.01% 264
2014
Q2 		$22K Hold
450
– – 0.01% 220
2014
Q1 		$20K Hold
450
– – 0.01% 218
2013
Q4 		$20K Hold
450
– – 0.01% 204
2013
Q3 		$22K Hold
450
– – 0.01% 208
2013
Q2 		$20K Buy
+450
New +$23.4K 0.01% 255

Other funds holding EWZ

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NM
NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KC
Kepos Capital New York $61.3M AUM 12.13% 1-Year Est. Return

Haberer Registered Investment Advisor's EWZ Position: Q1 2015 in Review

Haberer Registered Investment Advisor held its iShares MSCI Brazil ETF (EWZ) position steady in Q1 2015 at 250 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #250.

Haberer Registered Investment Advisor first reported a position in EWZ in Q2 2013 and has held it in 8 quarters since. The position peaked at $22K in Q2 2014. 202 funds tracked by Wall St. Rank hold EWZ as of Q1 2015.

  • Haberer Registered Investment Advisor held 250 shares of iShares MSCI Brazil ETF worth $8K as of Q1 2015.
  • Haberer Registered Investment Advisor left its iShares MSCI Brazil ETF share count unchanged in Q1 2015.
  • iShares MSCI Brazil ETF made up ﹤0.01% of Haberer Registered Investment Advisor's portfolio in Q1 2015, its #250 holding.
  • Haberer Registered Investment Advisor first reported a position in iShares MSCI Brazil ETF in Q2 2013 and has held it in 8 quarters since.
  • Haberer Registered Investment Advisor's iShares MSCI Brazil ETF position peaked at $22K in Q2 2014.
  • 202 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q1 2015.

Based on Haberer Registered Investment Advisor's 13F filing for Q1 2015, filed 8 Apr 2015.