WA
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WFG Advisors’s iShares MSCI Brazil ETF EWZ Stock Holding History

WFG 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
2016
Q1 		– Sell
-45
Closed -$1K – 1564
2015
Q4 		$1K Sell
45
-283
-86% -$6.59K ﹤0.01% 1451
2015
Q3 		$7K Hold
328
– – ﹤0.01% 1176
2015
Q2 		$11K Hold
328
– – ﹤0.01% 1153
2015
Q1 		$10K Sell
328
-102
-24% -$3.47K ﹤0.01% 1197
2014
Q4 		$16K Sell
430
-277
-39% -$11.3K ﹤0.01% 1302
2014
Q3 		$31K Sell
707
-1,224
-63% -$60.5K 0.01% 1102
2014
Q2 		$92K Sell
1,931
-1,750
-48% -$83.8K 0.02% 688
2014
Q1 		$166K Buy
3,681
+130
+4% +$5.34K 0.03% 477
2013
Q4 		$159K Buy
3,551
+386
+12% +$18.3K 0.02% 585
2013
Q3 		$152K Buy
3,165
+922
+41% +$41K 0.02% 570
2013
Q2 		$98K Buy
+2,243
New +$117K 0.02% 673

Other funds holding EWZ

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
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
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NM
NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return