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Hefty Wealth Partners’s iShares MSCI Brazil ETF EWZ Stock Holding History

Hefty Wealth Partners’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
2017
Q4 		– Sell
-14,514
Closed -$605K – 255
2017
Q3 		$605K Buy
14,514
+14,463
+28,359% +$566K 0.4% 63
2017
Q2 		$1K Buy
+51
New +$1.83K ﹤0.01% 239

Other funds holding EWZ

PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VSI
Verde Servicos Internacionais Sao Paulo, Brazil $326M AUM 26.99% 1-Year Est. Return

Hefty Wealth Partners's EWZ Position: Q4 2017 in Review

Hefty Wealth Partners sold out of iShares MSCI Brazil ETF (EWZ) in Q4 2017, closing a stake of 14,514 shares — an estimated $605K sold.

Hefty Wealth Partners first reported a position in EWZ in Q2 2017 and held it in 2 quarters. The position peaked at $605K in Q3 2017. 244 funds tracked by Wall St. Rank hold EWZ as of Q4 2017.

  • Hefty Wealth Partners reported no remaining iShares MSCI Brazil ETF position as of Q4 2017 after selling out during the quarter.
  • Hefty Wealth Partners sold 14,514 iShares MSCI Brazil ETF shares in Q4 2017, an estimated $605K.
  • Hefty Wealth Partners first reported a position in iShares MSCI Brazil ETF in Q2 2017 and held it in 2 quarters.
  • Hefty Wealth Partners's iShares MSCI Brazil ETF position peaked at $605K in Q3 2017.
  • 244 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q4 2017.

Based on Hefty Wealth Partners's 13F filing for Q4 2017, filed 3 Jan 2018.