WealthPLAN Partners’s iShares MSCI Brazil ETF EWZ Stock Holding History

WealthPLAN Partners’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
2016 Q3	$7.18K	Sell	211 -211	-50%	-$6.98K	﹤0.01%	649
2016 Q2	$6.37K	Buy	+422	New	+$11.6K	﹤0.01%	1894

Other funds holding EWZ

Goldman Sachs New York $1.15T AUM 47.82% 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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Parallax Volatility Advisers San Francisco, California $58.9B AUM 51.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return

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

WealthPLAN Partners's EWZ Position: Q3 2016 in Review

WealthPLAN Partners reduced its iShares MSCI Brazil ETF (EWZ) stake by 50% in Q3 2016, selling an estimated $6.98K and leaving 211 shares worth $7.18K. The position accounts for ﹤0.01% of the portfolio, ranked #649.

WealthPLAN Partners first reported a position in EWZ in Q2 2016 and has held it in 2 quarters since. 235 funds tracked by Wall St. Rank hold EWZ as of Q3 2016.

WealthPLAN Partners held 211 shares of iShares MSCI Brazil ETF worth $7.18K as of Q3 2016.
WealthPLAN Partners sold 211 iShares MSCI Brazil ETF shares in Q3 2016, an estimated $6.98K.
iShares MSCI Brazil ETF made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #649 holding.
WealthPLAN Partners first reported a position in iShares MSCI Brazil ETF in Q2 2016 and has held it in 2 quarters since.
235 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.