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

Rockefeller 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
2014 Q3	–	Sell	-1,500	Closed	-$72K	–	519
2014 Q2	$72K	Hold	1,500	–	–	﹤0.01%	397
2014 Q1	$68K	Hold	1,500	–	–	﹤0.01%	414
2013 Q4	$67K	Hold	1,500	–	–	﹤0.01%	402
2013 Q3	$72K	Hold	1,500	–	–	﹤0.01%	400
2013 Q2	$66K	Buy	+1,500	New	+$77.9K	﹤0.01%	399

Other funds holding EWZ

Morgan Stanley New York $1.66T AUM 25.57% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

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

MAM

Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return

Credit Agricole Montrouge Cedex, France $38.1B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Rockefeller Financial Services's EWZ Position: Q3 2014 in Review

Rockefeller Financial Services sold out of iShares MSCI Brazil ETF (EWZ) in Q3 2014, closing a stake of 1,500 shares — an estimated $72K sold.

Rockefeller Financial Services first reported a position in EWZ in Q2 2013 and held it in 5 quarters. The position peaked at $72K in Q2 2014. 266 funds tracked by Wall St. Rank hold EWZ as of Q3 2014.

Rockefeller Financial Services reported no remaining iShares MSCI Brazil ETF position as of Q3 2014 after selling out during the quarter.
Rockefeller Financial Services sold 1,500 iShares MSCI Brazil ETF shares in Q3 2014, an estimated $72K.
Rockefeller Financial Services first reported a position in iShares MSCI Brazil ETF in Q2 2013 and held it in 5 quarters.
Rockefeller Financial Services's iShares MSCI Brazil ETF position peaked at $72K in Q2 2014.
266 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q3 2014.

Based on Rockefeller Financial Services's 13F filing for Q3 2014, filed 5 Nov 2014.