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UBS’s iShares MSCI Brazil ETF EWZ Stock Holding History

UBS’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 		$87.7M Buy
2,017,700
+560,300
+38% +$27.7M 0.06% 306
2014
Q2 		$69.6M Sell
1,457,400
-336,900
-19% -$16.1M 0.05% 340
2014
Q1 		$80.8M Sell
1,794,300
-243,000
-12% -$9.97M 0.07% 267
2013
Q4 		$91M Sell
2,037,300
-3,173,900
-61% -$151M 0.09% 245
2013
Q3 		$250M Buy
5,211,200
+3,368,300
+183% +$150M 0.26% 72
2013
Q2 		$80.8M Buy
+1,842,900
New +$95.7M 0.1% 207

Other funds holding EWZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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
CS
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
Credit Agricole Montrouge Cedex, France $38.1B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS's EWZ Position: Q3 2014 in Review

UBS increased its iShares MSCI Brazil ETF (EWZ) stake by 50% in Q3 2014, buying an estimated $42.6M and bringing the position to 2,572,498 shares worth $112M. The position accounts for 0.08% of the portfolio, ranked #248.

UBS first reported a position in EWZ in Q2 2013 and has held it in 6 quarters since. The position peaked at $162M in Q3 2013. 266 funds tracked by Wall St. Rank hold EWZ as of Q3 2014.

  • UBS held 2,572,498 shares of iShares MSCI Brazil ETF worth $112M as of Q3 2014.
  • UBS bought 860,642 iShares MSCI Brazil ETF shares in Q3 2014, an estimated $42.6M.
  • iShares MSCI Brazil ETF made up 0.08% of UBS's portfolio in Q3 2014, its #248 holding.
  • UBS first reported a position in iShares MSCI Brazil ETF in Q2 2013 and has held it in 6 quarters since.
  • UBS's iShares MSCI Brazil ETF position peaked at $162M in Q3 2013.
  • 266 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.