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 $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
DFO
Duquesne Family Office New York $3.38B AUM 61.92% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
BHCM
Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return

Creative Planning's EWZ Position: Q1 2026 in Review

Creative Planning increased its iShares MSCI Brazil ETF (EWZ) stake by 98% in Q1 2026, buying an estimated $573K and bringing the position to 31,709 shares worth $1.22M. The position accounts for ﹤0.01% of the portfolio, ranked #2298.

Creative Planning first reported a position in EWZ in Q2 2013 and has held it in 34 quarters since. The position peaked at $1.4M in Q1 2015. 412 funds tracked by Wall St. Rank hold EWZ as of Q1 2026.

  • Creative Planning held 31,709 shares of iShares MSCI Brazil ETF worth $1.22M as of Q1 2026.
  • Creative Planning bought 15,673 iShares MSCI Brazil ETF shares in Q1 2026, an estimated $573K.
  • iShares MSCI Brazil ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2298 holding.
  • Creative Planning first reported a position in iShares MSCI Brazil ETF in Q2 2013 and has held it in 34 quarters since.
  • Creative Planning's iShares MSCI Brazil ETF position peaked at $1.4M in Q1 2015.
  • 412 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.