Vontobel Swiss Wealth Advisors’s iShares MSCI Brazil ETF EWZ Stock Holding History

Vontobel Swiss Wealth 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 Q4	–	Sell	-8,175	Closed	-$264K	–	84
2018 Q3	$264K	Buy	8,175 +1,000	+14%	+$33.7K	0.15%	68
2018 Q2	$230K	Buy	7,175 +1,875	+35%	+$72.2K	0.13%	78
2018 Q1	$238K	Sell	5,300 -750	-12%	-$33.5K	0.13%	75
2017 Q4	$241K	Hold	6,050	–	–	0.14%	75
2017 Q3	$248K	Hold	6,050	–	–	0.15%	63
2017 Q2	$207K	Buy	+6,050	New	+$218K	0.13%	66
2015 Q1	–	Sell	-3,940	Closed	-$144K	–	62
2014 Q4	$144K	Buy	+3,940	New	+$160K	0.11%	38

Other funds holding EWZ

PPFA

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

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

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

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

T2I

Turim 21 Investimentos Rio De Janeiro, Brazil $399M AUM 20.13% 1-Year Est. Return

Kapitalo Investimentos Sao Paulo, Brazil $531M AUM 25.72% 1-Year Est. Return

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

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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's EWZ Position: Q4 2018 in Review

Vontobel Swiss Wealth Advisors sold out of iShares MSCI Brazil ETF (EWZ) in Q4 2018, closing a stake of 8,175 shares — an estimated $264K sold.

Vontobel Swiss Wealth Advisors first reported a position in EWZ in Q4 2014 and held it in 7 quarters. The position peaked at $264K in Q3 2018. 276 funds tracked by Wall St. Rank hold EWZ as of Q4 2018.

Vontobel Swiss Wealth Advisors reported no remaining iShares MSCI Brazil ETF position as of Q4 2018 after selling out during the quarter.
Vontobel Swiss Wealth Advisors sold 8,175 iShares MSCI Brazil ETF shares in Q4 2018, an estimated $264K.
Vontobel Swiss Wealth Advisors first reported a position in iShares MSCI Brazil ETF in Q4 2014 and held it in 7 quarters.
Vontobel Swiss Wealth Advisors's iShares MSCI Brazil ETF position peaked at $264K in Q3 2018.
276 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q4 2018.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.