Integrated Wealth Management (Palm Desert)’s iShares MSCI Brazil ETF EWZ Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016 Q4	–	Sell	-25	Closed	-$1K	–	476
2016 Q3	$1K	Hold	25	–	–	﹤0.01%	1140
2016 Q2	$1K	Hold	25	–	–	﹤0.01%	1165
2016 Q1	$1K	Hold	25	–	–	﹤0.01%	1087
2015 Q4	$1K	Hold	25	–	–	﹤0.01%	1178
2015 Q3	$1K	Hold	25	–	–	﹤0.01%	1193
2015 Q2	$1K	Hold	25	–	–	﹤0.01%	1227
2015 Q1	$0	Buy	+25	New	+$850	﹤0.01%	1309

Other funds holding EWZ

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s EWZ Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of iShares MSCI Brazil ETF (EWZ) in Q4 2016, closing a stake of 25 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in EWZ in Q1 2015 and held it in 7 quarters. The position peaked at $1K in Q3 2016. 225 funds tracked by Wall St. Rank hold EWZ as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining iShares MSCI Brazil ETF position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 25 iShares MSCI Brazil ETF shares in Q4 2016, an estimated $1K.
Integrated Wealth Management (Palm Desert) first reported a position in iShares MSCI Brazil ETF in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s iShares MSCI Brazil ETF position peaked at $1K in Q3 2016.
225 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.