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Next Financial Group’s iShares MSCI Brazil Small-Cap ETF EWZS Stock Holding History

Next Financial Group’s Portfolio EWZS Stock Details EWZS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-3,430
Closed -$61K – 605
2017
Q3 		$61K Hold
3,430
– – 0.02% 646
2017
Q2 		$44K Hold
3,430
– – 0.01% 822
2017
Q1 		$48K Buy
+3,430
New +$45.8K 0.01% 740

Other funds holding EWZS

SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CRCP
Copper Rock Capital Partners Boston, Massachusetts $296M AUM 28.61% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
SIC
Shoker Investment Counsel Oxford, Ohio $337M AUM 24.9% 1-Year Est. Return

Next Financial Group's EWZS Position: Q4 2017 in Review

Next Financial Group sold out of iShares MSCI Brazil Small-Cap ETF (EWZS) in Q4 2017, closing a stake of 3,430 shares — an estimated $61K sold.

Next Financial Group first reported a position in EWZS in Q1 2017 and held it in 3 quarters. The position peaked at $61K in Q3 2017. 20 funds tracked by Wall St. Rank hold EWZS as of Q4 2017.

  • Next Financial Group reported no remaining iShares MSCI Brazil Small-Cap ETF position as of Q4 2017 after selling out during the quarter.
  • Next Financial Group sold 3,430 iShares MSCI Brazil Small-Cap ETF shares in Q4 2017, an estimated $61K.
  • Next Financial Group first reported a position in iShares MSCI Brazil Small-Cap ETF in Q1 2017 and held it in 3 quarters.
  • Next Financial Group's iShares MSCI Brazil Small-Cap ETF position peaked at $61K in Q3 2017.
  • 20 funds tracked by Wall St. Rank held iShares MSCI Brazil Small-Cap ETF as of Q4 2017.

Based on Next Financial Group's 13F filing for Q4 2017, filed 16 Jan 2018.