AE Wealth Management’s iShares MSCI Brazil ETF EWZ Stock Holding History

AE Wealth Management’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
2026 Q2	$1.58M	Sell	45,824 -5,178	-10%	-$193K	0.01%	743
2026 Q1	$1.96M	Buy	51,002 +29,146	+133%	+$1.07M	0.01%	652
2025 Q4	$694K	Buy	21,856 +21,564	+7,385%	+$682K	﹤0.01%	922
2025 Q3	$9.05K	Hold	292	–	–	﹤0.01%	2009
2025 Q2	$8.42K	Hold	292	–	–	﹤0.01%	1899
2025 Q1	$7.55K	Hold	292	–	–	﹤0.01%	1889
2024 Q4	$6.57K	Buy	+292	New	+$7.82K	﹤0.01%	1888
2024 Q1	–	Sell	-16,923	Closed	-$565K	–	1408
2023 Q4	$565K	Buy	+16,923	New	+$548K	﹤0.01%	1378
2023 Q3	–	Sell	-18,431	Closed	-$598K	–	1990
2023 Q2	$598K	Buy	+18,431	New	+$549K	﹤0.01%	1294

Other funds holding EWZ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return

CLGM

Capitolis Liquid Global Markets New York $23B AUM 48.97% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

AE Wealth Management's EWZ Position: Q2 2026 in Review

AE Wealth Management reduced its iShares MSCI Brazil ETF (EWZ) stake by 10% in Q2 2026, selling an estimated $193K and leaving 45,824 shares worth $1.58M. The position accounts for 0.01% of the portfolio, ranked #743.

AE Wealth Management first reported a position in EWZ in Q2 2023 and has held it in 9 quarters since. The position peaked at $1.96M in Q1 2026. 403 funds tracked by Wall St. Rank hold EWZ as of Q2 2026.

AE Wealth Management held 45,824 shares of iShares MSCI Brazil ETF worth $1.58M as of Q2 2026.
AE Wealth Management sold 5,178 iShares MSCI Brazil ETF shares in Q2 2026, an estimated $193K.
iShares MSCI Brazil ETF made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #743 holding.
AE Wealth Management first reported a position in iShares MSCI Brazil ETF in Q2 2023 and has held it in 9 quarters since.
AE Wealth Management's iShares MSCI Brazil ETF position peaked at $1.96M in Q1 2026.
403 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.