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Welch & Forbes’s iShares MSCI Brazil ETF EWZ Stock Holding History

Welch & Forbes’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
2014
Q4 		– Sell
-5,400
Closed -$235K – 347
2014
Q3 		$235K Sell
5,400
-250
-4% -$12.4K 0.01% 322
2014
Q2 		$270K Sell
5,650
-4,100
-42% -$196K 0.01% 292
2014
Q1 		$439K Sell
9,750
-2,640
-21% -$108K 0.01% 268
2013
Q4 		$553K Sell
12,390
-2,250
-15% -$107K 0.02% 238
2013
Q3 		$701K Sell
14,640
-3,750
-20% -$167K 0.02% 225
2013
Q2 		$807K Buy
+18,390
New +$955K 0.03% 204

Other funds holding EWZ

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return
NM
NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Welch & Forbes's EWZ Position: Q4 2014 in Review

Welch & Forbes sold out of iShares MSCI Brazil ETF (EWZ) in Q4 2014, closing a stake of 5,400 shares — an estimated $235K sold.

Welch & Forbes first reported a position in EWZ in Q2 2013 and held it in 6 quarters. The position peaked at $807K in Q2 2013. 227 funds tracked by Wall St. Rank hold EWZ as of Q4 2014.

  • Welch & Forbes reported no remaining iShares MSCI Brazil ETF position as of Q4 2014 after selling out during the quarter.
  • Welch & Forbes sold 5,400 iShares MSCI Brazil ETF shares in Q4 2014, an estimated $235K.
  • Welch & Forbes first reported a position in iShares MSCI Brazil ETF in Q2 2013 and held it in 6 quarters.
  • Welch & Forbes's iShares MSCI Brazil ETF position peaked at $807K in Q2 2013.
  • 227 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q4 2014.

Based on Welch & Forbes's 13F filing for Q4 2014, filed 27 Jan 2015.