United Capital Financial Advisors’s iShares MSCI Brazil ETF EWZ Stock Holding History

United Capital Financial Advisors’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
2018 Q2	–	Sell	-44,986	Closed	-$2.02M	–	1323
2018 Q1	$2.02M	Sell	44,986 -2,418	-5%	-$108K	0.02%	586
2017 Q4	$1.92M	Sell	47,404 -4,060	-8%	-$164K	0.02%	601
2017 Q3	$2.15M	Sell	51,464 -4,340	-8%	-$170K	0.02%	554
2017 Q2	$1.91M	Sell	55,804 -801	-1%	-$28.8K	0.02%	588
2017 Q1	$2.12M	Sell	56,605 -26,000	-31%	-$971K	0.02%	555
2016 Q4	$2.75M	Sell	82,605 -11,411	-12%	-$392K	0.03%	493
2016 Q3	$3.17M	Buy	94,016 +28,954	+45%	+$958K	0.03%	473
2016 Q2	$1.95M	Buy	+65,062	New	+$1.8M	0.02%	555
2014 Q4	–	Sell	-43,675	Closed	-$1.9M	–	1161
2014 Q3	$1.9M	Buy	+43,675	New	+$2.16M	0.03%	446

Other funds holding EWZ

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

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

ACJ

Autonomy Capital (Jersey) St. Helier, Jersey $54.8M AUM 37.27% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

United Capital Financial Advisors's EWZ Position: Q2 2018 in Review

United Capital Financial Advisors sold out of iShares MSCI Brazil ETF (EWZ) in Q2 2018, closing a stake of 44,986 shares — an estimated $2.02M sold.

United Capital Financial Advisors first reported a position in EWZ in Q3 2014 and held it in 9 quarters. The position peaked at $3.17M in Q3 2016. 231 funds tracked by Wall St. Rank hold EWZ as of Q2 2018.

United Capital Financial Advisors reported no remaining iShares MSCI Brazil ETF position as of Q2 2018 after selling out during the quarter.
United Capital Financial Advisors sold 44,986 iShares MSCI Brazil ETF shares in Q2 2018, an estimated $2.02M.
United Capital Financial Advisors first reported a position in iShares MSCI Brazil ETF in Q3 2014 and held it in 9 quarters.
United Capital Financial Advisors's iShares MSCI Brazil ETF position peaked at $3.17M in Q3 2016.
231 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q2 2018.

Based on United Capital Financial Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.