Access Financial Services’s iShares MSCI Brazil Small-Cap ETF EWZS Stock Holding History

Access Financial Services’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
2025 Q1	–	Sell	-34,508	Closed	-$319K	–	102
2024 Q4	$319K	Sell	34,508 -692	-2%	-$7.8K	0.14%	95
2024 Q3	$443K	Sell	35,200 -32,453	-48%	-$406K	0.2%	76
2024 Q2	$794K	Buy	67,653 +330	+0.5%	+$4.34K	0.36%	64
2024 Q1	$979K	Buy	+67,323	New	+$954K	0.44%	60

Other funds holding EWZS

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

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

RFWA

RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

ITIM

Indiana Trust & Investment Management Mishawaka, Indiana $324M AUM 26.64% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

MLM

Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return

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

Access Financial Services sold out of iShares MSCI Brazil Small-Cap ETF (EWZS) in Q1 2025, closing a stake of 34,508 shares — an estimated $319K sold.

Access Financial Services first reported a position in EWZS in Q1 2024 and held it in 4 quarters. The position peaked at $979K in Q1 2024. 23 funds tracked by Wall St. Rank hold EWZS as of Q1 2025.

Access Financial Services reported no remaining iShares MSCI Brazil Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
Access Financial Services sold 34,508 iShares MSCI Brazil Small-Cap ETF shares in Q1 2025, an estimated $319K.
Access Financial Services first reported a position in iShares MSCI Brazil Small-Cap ETF in Q1 2024 and held it in 4 quarters.
Access Financial Services's iShares MSCI Brazil Small-Cap ETF position peaked at $979K in Q1 2024.
23 funds tracked by Wall St. Rank held iShares MSCI Brazil Small-Cap ETF as of Q1 2025.

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