Creative Planning’s iShares MSCI Brazil ETF EWZ Stock Holding History

Creative Planning’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	$1.02M	Sell	29,559 -2,150	-7%	-$80.3K	﹤0.01%	2627
2026 Q1	$1.22M	Buy	31,709 +15,673	+98%	+$573K	﹤0.01%	2298
2025 Q4	$509K	Buy	16,036 +1,192	+8%	+$37.7K	﹤0.01%	2823
2025 Q3	$460K	Buy	+14,844	New	+$425K	﹤0.01%	2799
2025 Q1	–	Sell	-162	Closed	-$3.64K	–	3548
2024 Q4	$3.64K	Sell	162 -6,899	-98%	-$185K	﹤0.01%	3423
2024 Q3	$208K	Buy	+7,061	New	+$205K	﹤0.01%	2801
2024 Q2	–	Sell	-7,136	Closed	-$231K	–	3105
2024 Q1	$231K	Buy	+7,136	New	+$236K	﹤0.01%	2457
2023 Q4	–	Sell	-490	Closed	-$15K	–	2864
2023 Q3	$15K	Sell	490 -10,003	-95%	-$318K	﹤0.01%	2611
2023 Q2	$340K	Buy	10,493 +2,496	+31%	+$74.3K	﹤0.01%	1813
2023 Q1	$219K	Sell	7,997 -12,476	-61%	-$350K	﹤0.01%	2056
2022 Q4	$573K	Buy	+20,473	New	+$625K	﹤0.01%	1357
2022 Q2	–	Sell	-8,899	Closed	-$336K	–	2371
2022 Q1	$336K	Buy	+8,899	New	+$288K	﹤0.01%	1552
2021 Q2	–	Sell	-7,892	Closed	-$264K	–	2235
2021 Q1	$264K	Buy	7,892 +1,708	+28%	+$59.2K	﹤0.01%	1873
2020 Q4	$229K	Buy	+6,184	New	+$199K	﹤0.01%	1792
2020 Q3	–	Sell	-4,926	Closed	-$142K	–	2185
2020 Q2	$142K	Buy	+4,926	New	+$129K	﹤0.01%	1602
2018 Q2	–	Sell	-7,382	Closed	-$331K	–	2096
2018 Q1	$331K	Sell	7,382 -15,054	-67%	-$673K	﹤0.01%	1293
2017 Q4	$907K	Buy	22,436 +8,703	+63%	+$352K	﹤0.01%	788
2017 Q3	$572K	Sell	13,733 -2	-0%	-$78	﹤0.01%	980
2017 Q2	$469K	Sell	13,735 -14,800	-52%	-$532K	﹤0.01%	1046
2017 Q1	$1.07M	Buy	28,535 +11,358	+66%	+$424K	0.01%	641
2016 Q4	$573K	Buy	17,177 +8,474	+97%	+$291K	﹤0.01%	868
2016 Q3	$294K	Buy	8,703 +5,644	+185%	+$187K	﹤0.01%	1192
2016 Q2	$92K	Buy	3,059 +1,126	+58%	+$31.1K	﹤0.01%	1723
2016 Q1	$51K	Sell	1,933 -400	-17%	-$8.6K	﹤0.01%	2090
2015 Q4	$48K	Sell	2,333 -744	-24%	-$17.3K	﹤0.01%	2151
2015 Q3	$68K	Sell	3,077 -21,964	-88%	-$586K	﹤0.01%	1829
2015 Q2	$821K	Sell	25,041 -19,603	-44%	-$677K	0.01%	529
2015 Q1	$1.4M	Buy	44,644 +14,647	+49%	+$498K	0.01%	359
2014 Q4	$1.1M	Buy	29,997 +18,825	+169%	+$765K	0.01%	428
2014 Q3	$485K	Buy	11,172 +4,611	+70%	+$228K	0.01%	667
2014 Q2	$313K	Sell	6,561 -23,096	-78%	-$1.11M	﹤0.01%	821
2014 Q1	$1.34M	Buy	29,657 +22,690	+326%	+$931K	0.02%	289
2013 Q4	$311K	Buy	6,967 +2,857	+70%	+$136K	0.01%	666
2013 Q3	$197K	Buy	4,110 +978	+31%	+$43.5K	﹤0.01%	778
2013 Q2	$137K	Buy	+3,132	New	+$163K	﹤0.01%	826

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

Creative Planning's EWZ Position: Q2 2026 in Review

Creative Planning reduced its iShares MSCI Brazil ETF (EWZ) stake by 6.8% in Q2 2026, selling an estimated $80.3K and leaving 29,559 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #2627.

Creative Planning first reported a position in EWZ in Q2 2013 and has held it in 35 quarters since. The position peaked at $1.4M in Q1 2015. 403 funds tracked by Wall St. Rank hold EWZ as of Q2 2026.

Creative Planning held 29,559 shares of iShares MSCI Brazil ETF worth $1.02M as of Q2 2026.
Creative Planning sold 2,150 iShares MSCI Brazil ETF shares in Q2 2026, an estimated $80.3K.
iShares MSCI Brazil ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2627 holding.
Creative Planning first reported a position in iShares MSCI Brazil ETF in Q2 2013 and has held it in 35 quarters since.
Creative Planning's iShares MSCI Brazil ETF position peaked at $1.4M in Q1 2015.
403 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.