AWM
EWZS icon

AE Wealth Management’s iShares MSCI Brazil Small-Cap ETF EWZS Stock Holding History

AE Wealth Management’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
Q2 		– Sell
-98
Closed -$1.05K – 2191
2025
Q1 		$1.05K Hold
98
– – ﹤0.01% 2071
2024
Q4 		$907 Buy
+98
New +$1.1K ﹤0.01% 2047

Other funds holding EWZS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BSG
Black Swift Group Boulder, Colorado $571M AUM 36.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
PWA
Primoris Wealth Advisors North Palm Beach, Florida $143M AUM 41.6% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

AE Wealth Management's EWZS Position: Q2 2025 in Review

AE Wealth Management sold out of iShares MSCI Brazil Small-Cap ETF (EWZS) in Q2 2025, closing a stake of 98 shares — an estimated $1.05K sold.

AE Wealth Management first reported a position in EWZS in Q4 2024 and held it in 2 quarters. The position peaked at $1.05K in Q1 2025. 44 funds tracked by Wall St. Rank hold EWZS as of Q2 2025.

  • AE Wealth Management reported no remaining iShares MSCI Brazil Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • AE Wealth Management sold 98 iShares MSCI Brazil Small-Cap ETF shares in Q2 2025, an estimated $1.05K.
  • AE Wealth Management first reported a position in iShares MSCI Brazil Small-Cap ETF in Q4 2024 and held it in 2 quarters.
  • AE Wealth Management's iShares MSCI Brazil Small-Cap ETF position peaked at $1.05K in Q1 2025.
  • 44 funds tracked by Wall St. Rank held iShares MSCI Brazil Small-Cap ETF as of Q2 2025.

Based on AE Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.