Creative Planning
EWZ icon

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
2017
Q2 		– Sell
-400
Closed -$1K – 4668
2017
Q1 		$1K Buy
+400
New +$14.9K ﹤0.01% 4430
2014
Q2 		– Sell
-500
Closed -$1K – 3827
2014
Q1 		$1K Buy
+500
New +$20.5K ﹤0.01% 3490

Other funds holding EWZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
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
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
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.