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Mark Sheptoff Financial Planning’s iShares MSCI Brazil ETF EWZ Stock Holding History

Mark Sheptoff Financial Planning’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
2016
Q1 		– Sell
-200
Closed -$4K – 370
2015
Q4 		$4K Buy
+200
New +$4.66K ﹤0.01% 310

Other funds holding EWZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NM
NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mark Sheptoff Financial Planning's EWZ Position: Q1 2016 in Review

Mark Sheptoff Financial Planning sold out of iShares MSCI Brazil ETF (EWZ) in Q1 2016, closing a stake of 200 shares — an estimated $4K sold.

Mark Sheptoff Financial Planning first reported a position in EWZ in Q4 2015 and held it in 1 quarter. The position peaked at $4K in Q4 2015. 204 funds tracked by Wall St. Rank hold EWZ as of Q1 2016.

  • Mark Sheptoff Financial Planning reported no remaining iShares MSCI Brazil ETF position as of Q1 2016 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 200 iShares MSCI Brazil ETF shares in Q1 2016, an estimated $4K.
  • Mark Sheptoff Financial Planning first reported a position in iShares MSCI Brazil ETF in Q4 2015 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's iShares MSCI Brazil ETF position peaked at $4K in Q4 2015.
  • 204 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q1 2016.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2016, filed 9 May 2016.