Holcombe Financial
EWZ icon

Holcombe Financial’s iShares MSCI Brazil ETF EWZ Stock Holding History

Holcombe Financial’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
Q3 		– Sell
-14,803
Closed -$511K – 53
2026
Q2 		$511K Sell
14,803
-273
-2% -$10.2K 0.29% 36
2026
Q1 		$579K Sell
15,076
-153
-1% -$5.59K 0.34% 32
2025
Q4 		$484K Sell
15,229
-2,768
-15% -$87.5K 0.3% 33
2025
Q3 		$558K Buy
+17,997
New +$515K 0.39% 24

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Citigroup
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Armstrong Advisory Group
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Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
City of London Investment Management
City of London Investment Management London, United Kingdom $1.47B AUM 36.54% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Pekin Hardy Strauss
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 25.53% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Holcombe Financial's EWZ Position: Q3 2026 in Review

Holcombe Financial sold out of iShares MSCI Brazil ETF (EWZ) in Q3 2026, closing a stake of 14,803 shares — an estimated $511K sold.

Holcombe Financial first reported a position in EWZ in Q3 2025 and held it in 4 quarters. The position peaked at $579K in Q1 2026. 151 funds tracked by Wall St. Rank hold EWZ as of Q3 2026.

  • Holcombe Financial reported no remaining iShares MSCI Brazil ETF position as of Q3 2026 after selling out during the quarter.
  • Holcombe Financial sold 14,803 iShares MSCI Brazil ETF shares in Q3 2026, an estimated $511K.
  • Holcombe Financial first reported a position in iShares MSCI Brazil ETF in Q3 2025 and held it in 4 quarters.
  • Holcombe Financial's iShares MSCI Brazil ETF position peaked at $579K in Q1 2026.
  • 151 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q3 2026.

Based on Holcombe Financial's 13F filing for Q3 2026, filed 16 Oct 2026.