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Legacy Private Trust’s iShares MSCI Brazil ETF EWZ Stock Holding History

Legacy Private Trust’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
2017
Q1 		– Sell
-6,218
Closed -$207K – 243
2016
Q4 		$207K Buy
+6,218
New +$214K 0.03% 228

Other funds holding EWZ

PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Legacy Private Trust's EWZ Position: Q1 2017 in Review

Legacy Private Trust sold out of iShares MSCI Brazil ETF (EWZ) in Q1 2017, closing a stake of 6,218 shares — an estimated $207K sold.

Legacy Private Trust first reported a position in EWZ in Q4 2016 and held it in 1 quarter. The position peaked at $207K in Q4 2016. 238 funds tracked by Wall St. Rank hold EWZ as of Q1 2017.

  • Legacy Private Trust reported no remaining iShares MSCI Brazil ETF position as of Q1 2017 after selling out during the quarter.
  • Legacy Private Trust sold 6,218 iShares MSCI Brazil ETF shares in Q1 2017, an estimated $207K.
  • Legacy Private Trust first reported a position in iShares MSCI Brazil ETF in Q4 2016 and held it in 1 quarter.
  • Legacy Private Trust's iShares MSCI Brazil ETF position peaked at $207K in Q4 2016.
  • 238 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q1 2017.

Based on Legacy Private Trust's 13F filing for Q1 2017, filed 11 Apr 2017.