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Independent Portfolio Consultants’s iShares MSCI Brazil ETF EWZ Stock Holding History

Independent Portfolio Consultants’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
Q3 		– Sell
-315
Closed -$10K – 813
2015
Q2 		$10K Sell
315
-2,745
-90% -$94.9K ﹤0.01% 775
2015
Q1 		$96K Sell
3,060
-725
-19% -$24.7K 0.02% 490
2014
Q4 		$138K Sell
3,785
-3,360
-47% -$137K 0.03% 435
2014
Q3 		$310K Buy
+7,145
New +$353K 0.08% 393

Other funds holding EWZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
OFM
Okumus Fund Management Grand Cayman, Cayman Islands $48.7M AUM 70.39% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NM
NWI Management New York $2.16B AUM 62.95% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Independent Portfolio Consultants's EWZ Position: Q3 2015 in Review

Independent Portfolio Consultants sold out of iShares MSCI Brazil ETF (EWZ) in Q3 2015, closing a stake of 315 shares — an estimated $10K sold.

Independent Portfolio Consultants first reported a position in EWZ in Q3 2014 and held it in 4 quarters. The position peaked at $310K in Q3 2014. 184 funds tracked by Wall St. Rank hold EWZ as of Q3 2015.

  • Independent Portfolio Consultants reported no remaining iShares MSCI Brazil ETF position as of Q3 2015 after selling out during the quarter.
  • Independent Portfolio Consultants sold 315 iShares MSCI Brazil ETF shares in Q3 2015, an estimated $10K.
  • Independent Portfolio Consultants first reported a position in iShares MSCI Brazil ETF in Q3 2014 and held it in 4 quarters.
  • Independent Portfolio Consultants's iShares MSCI Brazil ETF position peaked at $310K in Q3 2014.
  • 184 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q3 2015.

Based on Independent Portfolio Consultants's 13F filing for Q3 2015, filed 19 Oct 2015.