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KMS Financial Services’s iShares MSCI Brazil ETF EWZ Stock Holding History

KMS Financial Services’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
2013
Q4 		– Sell
-24,618
Closed -$1.18M – 535
2013
Q3 		$1.18M Buy
+24,618
New +$1.09M 0.29% 80

Other funds holding EWZ

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

KMS Financial Services's EWZ Position: Q4 2013 in Review

KMS Financial Services sold out of iShares MSCI Brazil ETF (EWZ) in Q4 2013, closing a stake of 24,618 shares — an estimated $1.18M sold.

KMS Financial Services first reported a position in EWZ in Q3 2013 and held it in 1 quarter. The position peaked at $1.18M in Q3 2013. 263 funds tracked by Wall St. Rank hold EWZ as of Q4 2013.

  • KMS Financial Services reported no remaining iShares MSCI Brazil ETF position as of Q4 2013 after selling out during the quarter.
  • KMS Financial Services sold 24,618 iShares MSCI Brazil ETF shares in Q4 2013, an estimated $1.18M.
  • KMS Financial Services first reported a position in iShares MSCI Brazil ETF in Q3 2013 and held it in 1 quarter.
  • KMS Financial Services's iShares MSCI Brazil ETF position peaked at $1.18M in Q3 2013.
  • 263 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q4 2013.

Based on KMS Financial Services's 13F filing for Q4 2013, filed 10 Feb 2014.