Marcuard Family Office’s iShares MSCI Brazil ETF EWZ Stock Holding History

Marcuard Family Office’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 Q3	$782K	Hold	18,000	–	–	1.68%	14
2014 Q2	$860K	Buy	18,000 +8,000	+80%	+$383K	1.94%	12
2014 Q1	$450K	Sell	10,000 -13,700	-58%	-$562K	1.09%	18
2013 Q4	$1.06M	Buy	+23,700	New	+$1.13M	2.27%	16
2013 Q3	–	Sell	-10,200	Closed	-$447K	–	34
2013 Q2	$447K	Buy	+10,200	New	+$530K	0.72%	29

Other funds holding EWZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

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

MAM

Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return

Credit Agricole Montrouge Cedex, France $38.1B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Marcuard Family Office's EWZ Position: Q3 2014 in Review

Marcuard Family Office held its iShares MSCI Brazil ETF (EWZ) position steady in Q3 2014 at 18,000 shares worth $782K. The position accounts for 1.68% of the portfolio, ranked #14.

Marcuard Family Office first reported a position in EWZ in Q2 2013 and has held it in 5 quarters since. The position peaked at $1.06M in Q4 2013. 266 funds tracked by Wall St. Rank hold EWZ as of Q3 2014.

Marcuard Family Office held 18,000 shares of iShares MSCI Brazil ETF worth $782K as of Q3 2014.
Marcuard Family Office left its iShares MSCI Brazil ETF share count unchanged in Q3 2014.
iShares MSCI Brazil ETF made up 1.68% of Marcuard Family Office's portfolio in Q3 2014, its #14 holding.
Marcuard Family Office first reported a position in iShares MSCI Brazil ETF in Q2 2013 and has held it in 5 quarters since.
Marcuard Family Office's iShares MSCI Brazil ETF position peaked at $1.06M in Q4 2013.
266 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q3 2014.

Based on Marcuard Family Office's 13F filing for Q3 2014, filed 16 Oct 2014.