Great Valley Advisor Group’s iShares MSCI Brazil ETF EWZ Stock Holding History

Great Valley Advisor Group’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	$1.71M	Sell	49,526 -34,792	-41%	-$1.3M	0.03%	438
2026 Q1	$3.24M	Buy	84,318 +36,048	+75%	+$1.32M	0.06%	284
2025 Q4	$1.53M	Buy	48,270 +9,704	+25%	+$307K	0.03%	395
2025 Q3	$1.2M	Sell	38,566 -60	-0.2%	-$1.72K	0.02%	440
2025 Q2	$1.11M	Buy	38,626 +74	+0.2%	+$2K	0.02%	439
2025 Q1	$997K	Buy	38,552 +772	+2%	+$19.2K	0.02%	451
2024 Q4	$850K	Sell	37,780 -2,134	-5%	-$57.1K	0.02%	479
2024 Q3	$1.18M	Buy	39,914 +2,921	+8%	+$84.9K	0.03%	400
2024 Q2	$1.01M	Buy	36,993 +6,694	+22%	+$203K	0.03%	387
2024 Q1	$982K	Buy	30,299 +7,695	+34%	+$255K	0.03%	373
2023 Q4	$790K	Buy	+22,604	New	+$732K	0.03%	372

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

Great Valley Advisor Group's EWZ Position: Q2 2026 in Review

Great Valley Advisor Group reduced its iShares MSCI Brazil ETF (EWZ) stake by 41% in Q2 2026, selling an estimated $1.3M and leaving 49,526 shares worth $1.71M. The position accounts for 0.03% of the portfolio, ranked #438.

Great Valley Advisor Group first reported a position in EWZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.24M in Q1 2026. 403 funds tracked by Wall St. Rank hold EWZ as of Q2 2026.

Great Valley Advisor Group held 49,526 shares of iShares MSCI Brazil ETF worth $1.71M as of Q2 2026.
Great Valley Advisor Group sold 34,792 iShares MSCI Brazil ETF shares in Q2 2026, an estimated $1.3M.
iShares MSCI Brazil ETF made up 0.03% of Great Valley Advisor Group's portfolio in Q2 2026, its #438 holding.
Great Valley Advisor Group first reported a position in iShares MSCI Brazil ETF in Q4 2023 and has held it in 11 quarters since.
Great Valley Advisor Group's iShares MSCI Brazil ETF position peaked at $3.24M in Q1 2026.
403 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.