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Institute for Wealth Management’s iShares MSCI Brazil ETF EWZ Stock Holding History

Institute for Wealth 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 		$159K Buy
+4,608
New +$172K 0.01% 569
2020
Q1 		– Sell
-574
Closed -$27K – 474
2019
Q4 		$27K Buy
+574
New +$25.1K 0.01% 543

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

Institute for Wealth Management's EWZ Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in iShares MSCI Brazil ETF (EWZ) in Q2 2026: 4,608 shares worth $159K. The stake represents 0.01% of the portfolio and ranks #569 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in EWZ as recently as Q4 2019.

Institute for Wealth Management first reported a position in EWZ in Q4 2019 and has held it in 2 quarters since. 403 funds tracked by Wall St. Rank hold EWZ as of Q2 2026.

  • Institute for Wealth Management held 4,608 shares of iShares MSCI Brazil ETF worth $159K as of Q2 2026.
  • iShares MSCI Brazil ETF was a new Institute for Wealth Management position in Q2 2026.
  • iShares MSCI Brazil ETF made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #569 holding.
  • Institute for Wealth Management first reported a position in iShares MSCI Brazil ETF in Q4 2019 and has held it in 2 quarters since.
  • 403 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.