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

MSI 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
2016 Q4	$298K	Buy	8,926 +2,544	+40%	+$87.4K	0.01%	918
2016 Q3	$215K	Sell	6,382 -1,458	-19%	-$48.2K	0.01%	1019
2016 Q2	$237K	Buy	7,840 +2,905	+59%	+$80.2K	0.01%	940
2016 Q1	$130K	Sell	4,935 -770	-13%	-$16.6K	0.01%	1207
2015 Q4	$118K	Buy	5,705 +2,634	+86%	+$61.3K	0.01%	1203
2015 Q3	$67K	Sell	3,071 -649	-17%	-$17.3K	0.01%	1089
2015 Q2	$122K	Sell	3,720 -144	-4%	-$4.98K	0.01%	913
2015 Q1	$121K	Sell	3,864 -1,998	-34%	-$67.9K	0.01%	931
2014 Q4	$214K	Buy	5,862 +892	+18%	+$36.2K	0.02%	572
2014 Q3	$216K	Buy	4,970 +440	+10%	+$21.8K	0.03%	557
2014 Q2	$216K	Buy	4,530 +173	+4%	+$8.28K	0.03%	537
2014 Q1	$196K	Sell	4,357 -2,723	-38%	-$112K	0.03%	530
2013 Q4	$316K	Sell	7,080 -41	-0.6%	-$1.95K	0.05%	385
2013 Q3	$341K	Buy	7,121 +1,111	+18%	+$49.4K	0.06%	317
2013 Q2	$264K	Buy	+6,010	New	+$312K	0.05%	343

Other funds holding EWZ

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MSI Financial Services's EWZ Position: Q4 2016 in Review

MSI Financial Services increased its iShares MSCI Brazil ETF (EWZ) stake by 40% in Q4 2016, buying an estimated $87.4K and bringing the position to 8,926 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #918.

MSI Financial Services first reported a position in EWZ in Q2 2013 and has held it in 15 quarters since. The position peaked at $341K in Q3 2013. 225 funds tracked by Wall St. Rank hold EWZ as of Q4 2016.

MSI Financial Services held 8,926 shares of iShares MSCI Brazil ETF worth $298K as of Q4 2016.
MSI Financial Services bought 2,544 iShares MSCI Brazil ETF shares in Q4 2016, an estimated $87.4K.
iShares MSCI Brazil ETF made up 0.01% of MSI Financial Services's portfolio in Q4 2016, its #918 holding.
MSI Financial Services first reported a position in iShares MSCI Brazil ETF in Q2 2013 and has held it in 15 quarters since.
MSI Financial Services's iShares MSCI Brazil ETF position peaked at $341K in Q3 2013.
225 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.