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Evergreen Capital Management’s iShares MSCI Brazil ETF EWZ Stock Holding History

Evergreen Capital Management’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 		$11.9M Buy
343,958
+1,345
+0.4% +$50.3K 0.21% 107
2026
Q1 		$13.2M Buy
342,613
+10,377
+3% +$379K 0.29% 86
2025
Q4 		$10.6M Buy
332,236
+6,155
+2% +$195K 0.24% 99
2025
Q3 		$10.1M Sell
326,081
-1,037
-0.3% -$29.7K 0.24% 105
2025
Q2 		$9.44M Buy
327,118
+16,087
+5% +$434K 0.28% 95
2025
Q1 		$8.04M Buy
311,031
+81,797
+36% +$2.04M 0.27% 109
2024
Q4 		$5.16M Sell
229,234
-5,592
-2% -$150K 0.17% 148
2024
Q3 		$6.93M Buy
234,826
+137,710
+142% +$4M 0.23% 126
2024
Q2 		$2.65M Sell
97,116
-88
-0.1% -$2.67K 0.1% 207
2024
Q1 		$3.15M Sell
97,204
-500
-0.5% -$16.5K 0.12% 190
2023
Q4 		$3.42M Buy
97,704
+36,465
+60% +$1.18M 0.14% 177
2023
Q3 		$1.88M Sell
61,239
-581
-0.9% -$18.5K 0.08% 224
2023
Q2 		$2M Buy
61,820
+1,650
+3% +$49.1K 0.08% 214
2023
Q1 		$1.65M Buy
60,170
+3,425
+6% +$96K 0.07% 231
2022
Q4 		$1.59M Buy
56,745
+560
+1% +$17.1K 0.07% 235
2022
Q3 		$1.67M Sell
56,185
-1,934
-3% -$57.1K 0.09% 214
2022
Q2 		$1.59M Sell
58,119
-2,628
-4% -$87K 0.08% 212
2022
Q1 		$2.3M Buy
60,747
+1,134
+2% +$36.6K 0.09% 214
2021
Q4 		$1.67M Buy
59,613
+33,410
+128% +$1M 0.07% 236
2021
Q3 		$842K Buy
26,203
+11,161
+74% +$408K 0.04% 298
2021
Q2 		$610K Buy
15,042
+1,030
+7% +$38.9K 0.03% 313
2021
Q1 		$469K Buy
14,012
+1,301
+10% +$45.1K 0.02% 327
2020
Q4 		$471K Sell
12,711
-585
-4% -$18.9K 0.03% 296
2020
Q3 		$368K Buy
13,296
+74
+0.6% +$2.27K 0.03% 305
2020
Q2 		$380K Buy
13,222
+208
+2% +$5.45K 0.03% 275
2020
Q1 		$307K Sell
13,014
-434
-3% -$16.8K 0.03% 275
2019
Q4 		$638K Buy
+13,448
New +$589K 0.05% 209

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

Evergreen Capital Management's EWZ Position: Q2 2026 in Review

Evergreen Capital Management increased its iShares MSCI Brazil ETF (EWZ) stake by 0.39% in Q2 2026, buying an estimated $50.3K and bringing the position to 343,958 shares worth $11.9M. The position accounts for 0.21% of the portfolio, ranked #107.

Evergreen Capital Management first reported a position in EWZ in Q4 2019 and has held it in 27 quarters since. The position peaked at $13.2M in Q1 2026. 402 funds tracked by Wall St. Rank hold EWZ as of Q2 2026.

  • Evergreen Capital Management held 343,958 shares of iShares MSCI Brazil ETF worth $11.9M as of Q2 2026.
  • Evergreen Capital Management bought 1,345 iShares MSCI Brazil ETF shares in Q2 2026, an estimated $50.3K.
  • iShares MSCI Brazil ETF made up 0.21% of Evergreen Capital Management's portfolio in Q2 2026, its #107 holding.
  • Evergreen Capital Management first reported a position in iShares MSCI Brazil ETF in Q4 2019 and has held it in 27 quarters since.
  • Evergreen Capital Management's iShares MSCI Brazil ETF position peaked at $13.2M in Q1 2026.
  • 402 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.