JWM
EWZ icon

Jacobus Wealth Management’s iShares MSCI Brazil ETF EWZ Stock Holding History

Jacobus Wealth Management’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
-6,190
Closed -$279K – 318
2014
Q1 		$279K Hold
6,190
– – 0.07% 192
2013
Q4 		$277K Hold
6,190
– – 0.08% 179
2013
Q3 		$297K Hold
6,190
– – 0.1% 140
2013
Q2 		$271K Buy
+6,190
New +$322K 0.1% 143

Other funds holding EWZ

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $49.3B AUM 36.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Jacobus Wealth Management's EWZ Position: Q2 2014 in Review

Jacobus Wealth Management sold out of iShares MSCI Brazil ETF (EWZ) in Q2 2014, closing a stake of 6,190 shares — an estimated $279K sold.

Jacobus Wealth Management first reported a position in EWZ in Q2 2013 and held it in 4 quarters. The position peaked at $297K in Q3 2013. 262 funds tracked by Wall St. Rank hold EWZ as of Q2 2014.

  • Jacobus Wealth Management reported no remaining iShares MSCI Brazil ETF position as of Q2 2014 after selling out during the quarter.
  • Jacobus Wealth Management sold 6,190 iShares MSCI Brazil ETF shares in Q2 2014, an estimated $279K.
  • Jacobus Wealth Management first reported a position in iShares MSCI Brazil ETF in Q2 2013 and held it in 4 quarters.
  • Jacobus Wealth Management's iShares MSCI Brazil ETF position peaked at $297K in Q3 2013.
  • 262 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q2 2014.

Based on Jacobus Wealth Management's 13F filing for Q2 2014, filed 6 Aug 2014.