CAPTRUST Financial Advisors’s iShares MSCI Brazil ETF EWZ Stock Holding History

CAPTRUST Financial Advisors’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	$594K	Buy	+17,231	New	+$644K	﹤0.01%	2056
2022 Q3	–	Sell	-390	Closed	-$11K	–	2696
2022 Q2	$11K	Hold	390	–	–	﹤0.01%	3692
2022 Q1	$15K	Hold	390	–	–	﹤0.01%	3571
2021 Q4	$11K	Hold	390	–	–	﹤0.01%	3654
2021 Q3	$13K	Hold	390	–	–	﹤0.01%	3451
2021 Q2	$16K	Hold	390	–	–	﹤0.01%	3261
2021 Q1	$13K	Hold	390	–	–	﹤0.01%	3280
2020 Q4	$14K	Hold	390	–	–	﹤0.01%	2427
2020 Q3	$11K	Hold	390	–	–	﹤0.01%	2238
2020 Q2	$12K	Buy	+390	New	+$10.2K	﹤0.01%	2116
2019 Q4	–	Sell	-390	Closed	-$16K	–	1255
2019 Q3	$16K	Hold	390	–	–	﹤0.01%	1368
2019 Q2	$17K	Hold	390	–	–	﹤0.01%	1326
2019 Q1	$16K	Hold	390	–	–	﹤0.01%	1244
2018 Q4	$15K	Hold	390	–	–	﹤0.01%	1101
2018 Q3	$13K	Hold	390	–	–	﹤0.01%	1150
2018 Q2	$12K	Hold	390	–	–	﹤0.01%	1108
2018 Q1	$17K	Hold	390	–	–	﹤0.01%	880
2017 Q4	$16K	Hold	390	–	–	﹤0.01%	857
2017 Q3	$17K	Hold	390	–	–	﹤0.01%	386
2017 Q2	$13K	Buy	+390	New	+$14K	﹤0.01%	209
2014 Q2	–	Sell	-284	Closed	-$13K	–	168
2014 Q1	$13K	Buy	284 +142	+100%	+$5.83K	﹤0.01%	135
2013 Q4	$6K	Buy	142 +119	+517%	+$5.65K	﹤0.01%	164
2013 Q3	$1K	Sell	23 -152	-87%	-$6.75K	﹤0.01%	165
2013 Q2	$8K	Buy	+175	New	+$9.09K	﹤0.01%	148

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

CAPTRUST Financial Advisors's EWZ Position: Q2 2026 in Review

CAPTRUST Financial Advisors opened a new position in iShares MSCI Brazil ETF (EWZ) in Q2 2026: 17,231 shares worth $594K. The stake represents ﹤0.01% of the portfolio and ranks #2056 among its holdings. This is a return to the name: CAPTRUST Financial Advisors previously reported a position in EWZ as recently as Q2 2022.

CAPTRUST Financial Advisors first reported a position in EWZ in Q2 2013 and has held it in 24 quarters since. 403 funds tracked by Wall St. Rank hold EWZ as of Q2 2026.

CAPTRUST Financial Advisors held 17,231 shares of iShares MSCI Brazil ETF worth $594K as of Q2 2026.
iShares MSCI Brazil ETF was a new CAPTRUST Financial Advisors position in Q2 2026.
iShares MSCI Brazil ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2056 holding.
CAPTRUST Financial Advisors first reported a position in iShares MSCI Brazil ETF in Q2 2013 and has held it in 24 quarters since.
403 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.