JIC
EWZ icon

Joel Isaacson & Co’s iShares MSCI Brazil ETF EWZ Stock Holding History

Joel Isaacson & Co’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
Q4 		– Sell
-1,070
Closed -$23K – 759
2015
Q3 		$23K Buy
+1,070
New +$28.5K 0.01% 454
2015
Q2 		– Sell
-1,127
Closed -$35K – 759
2015
Q1 		$35K Buy
1,127
+55
+5% +$1.87K 0.01% 406
2014
Q4 		$39K Sell
1,072
-406
-27% -$16.5K 0.01% 359
2014
Q3 		$64K Buy
1,478
+29
+2% +$1.43K 0.02% 264
2014
Q2 		$69K Buy
1,449
+415
+40% +$19.9K 0.02% 256
2014
Q1 		$47K Hold
1,034
– – 0.02% 308
2013
Q4 		$46K Buy
1,034
+14
+1% +$665 0.02% 281
2013
Q3 		$49K Buy
1,020
+20
+2% +$889 0.02% 259
2013
Q2 		$44K Buy
+1,000
New +$51.9K 0.02% 241

Other funds holding EWZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
NM
NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return