United Asset Strategies’s iShares MSCI Brazil ETF EWZ Stock Holding History

United Asset Strategies’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 Q2	–	Sell	-21,947	Closed	-$900K	–	197
2019 Q1	$900K	Buy	21,947 +9,571	+77%	+$411K	0.21%	104
2018 Q4	$473K	Sell	12,376 -6,643	-35%	-$257K	0.13%	134
2018 Q3	$642K	Sell	19,019 -4,766	-20%	-$160K	0.15%	120
2018 Q2	$762K	Buy	23,785 +15,501	+187%	+$597K	0.2%	108
2018 Q1	$372K	Buy	+8,284	New	+$370K	0.11%	151
2017 Q4	–	Sell	-7,294	Closed	-$304K	–	199
2017 Q3	$304K	Buy	+7,294	New	+$285K	0.17%	105

Other funds holding EWZ

Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

T2I

Turim 21 Investimentos Rio De Janeiro, Brazil $613M AUM 14.25% 1-Year Est. Return

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

DCM

Discovery Capital Management South Norwalk, Connecticut $2.41B AUM 286.33% 1-Year Est. Return

United Asset Strategies's EWZ Position: Q2 2019 in Review

United Asset Strategies sold out of iShares MSCI Brazil ETF (EWZ) in Q2 2019, closing a stake of 21,947 shares — an estimated $900K sold.

United Asset Strategies first reported a position in EWZ in Q3 2017 and held it in 6 quarters. The position peaked at $900K in Q1 2019. 264 funds tracked by Wall St. Rank hold EWZ as of Q2 2019.

United Asset Strategies reported no remaining iShares MSCI Brazil ETF position as of Q2 2019 after selling out during the quarter.
United Asset Strategies sold 21,947 iShares MSCI Brazil ETF shares in Q2 2019, an estimated $900K.
United Asset Strategies first reported a position in iShares MSCI Brazil ETF in Q3 2017 and held it in 6 quarters.
United Asset Strategies's iShares MSCI Brazil ETF position peaked at $900K in Q1 2019.
264 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q2 2019.

Based on United Asset Strategies's 13F filing for Q2 2019, filed 31 Jul 2019.