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Polaris Wealth Advisory Group’s iShares MSCI Brazil ETF EWZ Stock Holding History

Polaris Wealth Advisory Group’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
Q2 		– Sell
-10
Closed – – 96
2014
Q1 		$0 Hold
10
– – ﹤0.01% 178
2013
Q4 		$0 Buy
+10
New +$475 ﹤0.01% 190

Other funds holding EWZ

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $38.1B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Polaris Wealth Advisory Group's EWZ Position: Q2 2014 in Review

Polaris Wealth Advisory Group sold out of iShares MSCI Brazil ETF (EWZ) in Q2 2014, closing a stake of 10 shares.

Polaris Wealth Advisory Group first reported a position in EWZ in Q4 2013 and held it in 2 quarters. The position peaked at $0 in Q1 2014. 262 funds tracked by Wall St. Rank hold EWZ as of Q2 2014.

  • Polaris Wealth Advisory Group reported no remaining iShares MSCI Brazil ETF position as of Q2 2014 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 10 iShares MSCI Brazil ETF shares in Q2 2014.
  • Polaris Wealth Advisory Group first reported a position in iShares MSCI Brazil ETF in Q4 2013 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's iShares MSCI Brazil ETF position peaked at $0 in Q1 2014.
  • 262 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q2 2014.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2014, filed 5 Aug 2014.