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Pathway Financial Advisors’s iShares MSCI Brazil ETF EWZ Stock Holding History

Pathway Financial Advisors’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
2018
Q1 		– Sell
-1,245
Closed -$50K – 438
2017
Q4 		$50K Buy
+1,245
New +$50.4K 0.03% 274

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UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State of Tennessee, Department of Treasury
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CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PI
PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pathway Financial Advisors's EWZ Position: Q1 2018 in Review

Pathway Financial Advisors sold out of iShares MSCI Brazil ETF (EWZ) in Q1 2018, closing a stake of 1,245 shares — an estimated $50K sold.

Pathway Financial Advisors first reported a position in EWZ in Q4 2017 and held it in 1 quarter. The position peaked at $50K in Q4 2017. 267 funds tracked by Wall St. Rank hold EWZ as of Q1 2018.

  • Pathway Financial Advisors reported no remaining iShares MSCI Brazil ETF position as of Q1 2018 after selling out during the quarter.
  • Pathway Financial Advisors sold 1,245 iShares MSCI Brazil ETF shares in Q1 2018, an estimated $50K.
  • Pathway Financial Advisors first reported a position in iShares MSCI Brazil ETF in Q4 2017 and held it in 1 quarter.
  • Pathway Financial Advisors's iShares MSCI Brazil ETF position peaked at $50K in Q4 2017.
  • 267 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q1 2018.

Based on Pathway Financial Advisors's 13F filing for Q1 2018, filed 4 May 2018.