Access Financial Services’s iShares MSCI Brazil ETF EWZ Stock Holding History

Access Financial Services’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
2025 Q1	–	Sell	-77,786	Closed	-$1.75M	–	101
2024 Q4	$1.75M	Buy	77,786 +5,520	+8%	+$148K	0.78%	28
2024 Q3	$2.13M	Sell	72,266 -45,287	-39%	-$1.32M	0.98%	21
2024 Q2	$3.21M	Buy	117,553 +168	+0.1%	+$5.1K	1.46%	13
2024 Q1	$3.81M	Buy	117,385 +14,727	+14%	+$487K	1.7%	11
2023 Q4	$3.59M	Buy	102,658 +1,496	+1%	+$48.4K	1.85%	10
2023 Q3	$3.1M	Buy	101,162 +18,766	+23%	+$597K	1.86%	9
2023 Q2	$2.67M	Buy	+82,396	New	+$2.45M	1.56%	9

Other funds holding EWZ

NVCHI

New Vernon Capital Holdings II Morristown, New Jersey $136M AUM 29.35% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

BGDI

BW Gestao de Investimentos Sao Paulo, Brazil $3.01B AUM 27.43% 1-Year Est. Return

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Access Financial Services's EWZ Position: Q1 2025 in Review

Access Financial Services sold out of iShares MSCI Brazil ETF (EWZ) in Q1 2025, closing a stake of 77,786 shares — an estimated $1.75M sold.

Access Financial Services first reported a position in EWZ in Q2 2023 and held it in 7 quarters. The position peaked at $3.81M in Q1 2024. 268 funds tracked by Wall St. Rank hold EWZ as of Q1 2025.

Access Financial Services reported no remaining iShares MSCI Brazil ETF position as of Q1 2025 after selling out during the quarter.
Access Financial Services sold 77,786 iShares MSCI Brazil ETF shares in Q1 2025, an estimated $1.75M.
Access Financial Services first reported a position in iShares MSCI Brazil ETF in Q2 2023 and held it in 7 quarters.
Access Financial Services's iShares MSCI Brazil ETF position peaked at $3.81M in Q1 2024.
268 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q1 2025.

Based on Access Financial Services's 13F filing for Q1 2025, filed 17 Apr 2025.