WFG Advisors’s iShares MSCI Brazil Small-Cap ETF EWZS Stock Holding History

WFG Advisors’s Portfolio EWZS Stock Details EWZS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-2,000	Closed	-$29K	–	1863
2014 Q4	$29K	Hold	2,000	–	–	0.01%	1096
2014 Q3	$34K	Hold	2,000	–	–	0.01%	1054
2014 Q2	$41K	Sell	2,000 -201	-9%	-$4K	0.01%	988
2014 Q1	$42K	Hold	2,201	–	–	0.01%	976
2013 Q4	$44K	Buy	+2,201	New	+$46.3K	0.01%	1045

Other funds holding EWZS

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

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

SIC

Shoker Investment Counsel Oxford, Ohio $337M AUM 24.9% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

WFG Advisors's EWZS Position: Q1 2015 in Review

WFG Advisors sold out of iShares MSCI Brazil Small-Cap ETF (EWZS) in Q1 2015, closing a stake of 2,000 shares — an estimated $29K sold.

WFG Advisors first reported a position in EWZS in Q4 2013 and held it in 5 quarters. The position peaked at $44K in Q4 2013. 12 funds tracked by Wall St. Rank hold EWZS as of Q1 2015.

WFG Advisors reported no remaining iShares MSCI Brazil Small-Cap ETF position as of Q1 2015 after selling out during the quarter.
WFG Advisors sold 2,000 iShares MSCI Brazil Small-Cap ETF shares in Q1 2015, an estimated $29K.
WFG Advisors first reported a position in iShares MSCI Brazil Small-Cap ETF in Q4 2013 and held it in 5 quarters.
WFG Advisors's iShares MSCI Brazil Small-Cap ETF position peaked at $44K in Q4 2013.
12 funds tracked by Wall St. Rank held iShares MSCI Brazil Small-Cap ETF as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.