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Wealth & Pension Services Group’s iShares MSCI Brazil ETF EWZ Stock Holding History

Wealth & Pension Services Group’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
-14,267
Closed -$481K – 102
2018
Q3 		$481K Buy
+14,267
New +$480K 0.48% 49

Other funds holding EWZ

PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
T2I
Turim 21 Investimentos Rio De Janeiro, Brazil $399M AUM 20.13% 1-Year Est. Return
KI
Kapitalo Investimentos Sao Paulo, Brazil $531M AUM 25.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Wealth & Pension Services Group's EWZ Position: Q4 2018 in Review

Wealth & Pension Services Group sold out of iShares MSCI Brazil ETF (EWZ) in Q4 2018, closing a stake of 14,267 shares — an estimated $481K sold.

Wealth & Pension Services Group first reported a position in EWZ in Q3 2018 and held it in 1 quarter. The position peaked at $481K in Q3 2018. 276 funds tracked by Wall St. Rank hold EWZ as of Q4 2018.

  • Wealth & Pension Services Group reported no remaining iShares MSCI Brazil ETF position as of Q4 2018 after selling out during the quarter.
  • Wealth & Pension Services Group sold 14,267 iShares MSCI Brazil ETF shares in Q4 2018, an estimated $481K.
  • Wealth & Pension Services Group first reported a position in iShares MSCI Brazil ETF in Q3 2018 and held it in 1 quarter.
  • Wealth & Pension Services Group's iShares MSCI Brazil ETF position peaked at $481K in Q3 2018.
  • 276 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q4 2018.

Based on Wealth & Pension Services Group's 13F filing for Q4 2018, filed 14 Feb 2019.