IWC
EWZ icon

Integrated Wealth Counsel’s iShares MSCI Brazil ETF EWZ Stock Holding History

Integrated Wealth Counsel’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
2014
Q2 		– Sell
-3,235
Closed -$146K – 112
2014
Q1 		$146K Sell
3,235
-498
-13% -$20.4K 0.12% 64
2013
Q4 		$167K Buy
3,733
+878
+31% +$41.7K 0.12% 64
2013
Q3 		$137K Buy
2,855
+545
+24% +$24.2K 0.1% 67
2013
Q2 		$101K Buy
+2,310
New +$120K 0.07% 79

Other funds holding EWZ

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $38.1B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Integrated Wealth Counsel's EWZ Position: Q2 2014 in Review

Integrated Wealth Counsel sold out of iShares MSCI Brazil ETF (EWZ) in Q2 2014, closing a stake of 3,235 shares — an estimated $146K sold.

Integrated Wealth Counsel first reported a position in EWZ in Q2 2013 and held it in 4 quarters. The position peaked at $167K in Q4 2013. 262 funds tracked by Wall St. Rank hold EWZ as of Q2 2014.

  • Integrated Wealth Counsel reported no remaining iShares MSCI Brazil ETF position as of Q2 2014 after selling out during the quarter.
  • Integrated Wealth Counsel sold 3,235 iShares MSCI Brazil ETF shares in Q2 2014, an estimated $146K.
  • Integrated Wealth Counsel first reported a position in iShares MSCI Brazil ETF in Q2 2013 and held it in 4 quarters.
  • Integrated Wealth Counsel's iShares MSCI Brazil ETF position peaked at $167K in Q4 2013.
  • 262 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q2 2014.

Based on Integrated Wealth Counsel's 13F filing for Q2 2014, filed 12 Aug 2014.