EverSource Wealth Advisors’s iShares MSCI Brazil ETF EWZ Stock Holding History

EverSource Wealth 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	$172K	Sell	4,999 -2,052	-29%	-$76.7K	0.01%	1074
2026 Q1	$271K	Buy	+7,051	New	+$258K	0.01%	894
2025 Q4	–	Sell	-100	Closed	-$3.1K	–	4323
2025 Q3	$3.1K	Hold	100	–	–	﹤0.01%	3355
2025 Q2	$2.88K	Buy	+100	New	+$2.7K	﹤0.01%	3366

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

EverSource Wealth Advisors's EWZ Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its iShares MSCI Brazil ETF (EWZ) stake by 29% in Q2 2026, selling an estimated $76.7K and leaving 4,999 shares worth $172K. The position accounts for 0.01% of the portfolio, ranked #1074.

EverSource Wealth Advisors first reported a position in EWZ in Q2 2025 and has held it in 4 quarters since. The position peaked at $271K in Q1 2026. 402 funds tracked by Wall St. Rank hold EWZ as of Q2 2026.

EverSource Wealth Advisors held 4,999 shares of iShares MSCI Brazil ETF worth $172K as of Q2 2026.
EverSource Wealth Advisors sold 2,052 iShares MSCI Brazil ETF shares in Q2 2026, an estimated $76.7K.
iShares MSCI Brazil ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1074 holding.
EverSource Wealth Advisors first reported a position in iShares MSCI Brazil ETF in Q2 2025 and has held it in 4 quarters since.
EverSource Wealth Advisors's iShares MSCI Brazil ETF position peaked at $271K in Q1 2026.
402 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.