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Transform Wealth’s iShares MSCI Brazil ETF EWZ Stock Holding History

Transform Wealth’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
2019
Q3 		– Sell
-5,448
Closed -$238K – 222
2019
Q2 		$238K Buy
+5,448
New +$225K 0.04% 216

Other funds holding EWZ

PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
KI
Kapitalo Investimentos Sao Paulo, Brazil $531M AUM 25.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Transform Wealth's EWZ Position: Q3 2019 in Review

Transform Wealth sold out of iShares MSCI Brazil ETF (EWZ) in Q3 2019, closing a stake of 5,448 shares — an estimated $238K sold.

Transform Wealth first reported a position in EWZ in Q2 2019 and held it in 1 quarter. The position peaked at $238K in Q2 2019. 237 funds tracked by Wall St. Rank hold EWZ as of Q3 2019.

  • Transform Wealth reported no remaining iShares MSCI Brazil ETF position as of Q3 2019 after selling out during the quarter.
  • Transform Wealth sold 5,448 iShares MSCI Brazil ETF shares in Q3 2019, an estimated $238K.
  • Transform Wealth first reported a position in iShares MSCI Brazil ETF in Q2 2019 and held it in 1 quarter.
  • Transform Wealth's iShares MSCI Brazil ETF position peaked at $238K in Q2 2019.
  • 237 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q3 2019.

Based on Transform Wealth's 13F filing for Q3 2019, filed 24 Oct 2019.