Integrated Wealth Concepts’s iShares MSCI Brazil ETF EWZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $415K | Sell |
12,018
-24,226
| -67% | -$905K | ﹤0.01% | 1889 |
|
|
2026
Q1 | $1.39M | Buy |
36,244
+3,965
| +12% | +$145K | 0.01% | 937 |
|
|
2025
Q4 | $1.03M | Sell |
32,279
-41,877
| -56% | -$1.32M | 0.01% | 760 |
|
|
2025
Q3 | $2.3M | Buy |
74,156
+26,006
| +54% | +$745K | 0.02% | 621 |
|
|
2025
Q2 | $1.39M | Buy |
48,150
+35,081
| +268% | +$947K | 0.01% | 765 |
|
|
2025
Q1 | $338K | Sell |
13,069
-124
| -0.9% | -$3.09K | ﹤0.01% | 1337 |
|
|
2024
Q4 | $297K | Sell |
13,193
-6,906
| -34% | -$185K | ﹤0.01% | 1368 |
|
|
2024
Q3 | $593K | Sell |
20,099
-1,981
| -9% | -$57.6K | 0.01% | 1012 |
|
|
2024
Q2 | $603K | Sell |
22,080
-18
| -0.1% | -$546 | 0.01% | 976 |
|
|
2024
Q1 | $716K | Sell |
22,098
-23,518
| -52% | -$778K | 0.01% | 892 |
|
|
2023
Q4 | $1.59M | Sell |
45,616
-742,750
| -94% | -$24.1M | 0.03% | 563 |
|
|
2023
Q3 | $24.2M | Sell |
788,366
-439,731
| -36% | -$14M | 0.43% | 46 |
|
|
2023
Q2 | $39.8M | Buy |
1,228,097
+1,218,757
| +13,049% | +$36.3M | 0.68% | 22 |
|
|
2023
Q1 | $256K | Sell |
9,340
-8,382
| -47% | -$235K | 0.01% | 1130 |
|
|
2022
Q4 | $496K | Sell |
17,722
-1,052,978
| -98% | -$32.2M | 0.01% | 662 |
|
|
2022
Q3 | $31.7M | Buy |
1,070,700
+48,244
| +5% | +$1.42M | 1.01% | 20 |
|
|
2022
Q2 | $28M | Buy |
1,022,456
+258,356
| +34% | +$8.56M | 0.87% | 24 |
|
|
2022
Q1 | $28.9M | Buy |
764,100
+736,420
| +2,660% | +$23.8M | 0.88% | 23 |
|
|
2021
Q4 | $777K | Buy |
+27,680
| New | +$832K | 0.02% | 495 |
|
|
2021
Q3 | – | Sell |
-903,897
| Closed | -$36.6M | – | 956 |
|
|
2021
Q2 | $36.6M | Buy |
903,897
+888,326
| +5,705% | +$33.5M | 1.3% | 15 |
|
|
2021
Q1 | $521K | Sell |
15,571
-662,104
| -98% | -$22.9M | 0.02% | 466 |
|
|
2020
Q4 | $25.1M | Buy |
+677,675
| New | +$21.9M | 1.19% | 22 |
|
|
2020
Q3 | – | Sell |
-15,654
| Closed | -$450K | – | 571 |
|
|
2020
Q2 | $450K | Sell |
15,654
-5,156
| -25% | -$135K | 0.03% | 313 |
|
|
2020
Q1 | $490K | Buy |
20,810
+16,074
| +339% | +$621K | 0.05% | 227 |
|
|
2019
Q4 | $225K | Sell |
4,736
-756
| -14% | -$33.1K | 0.02% | 434 |
|
|
2019
Q3 | $231K | Sell |
5,492
-1,149
| -17% | -$49.6K | 0.03% | 374 |
|
|
2019
Q2 | $290K | Sell |
6,641
-161,060
| -96% | -$6.65M | 0.04% | 283 |
|
|
2019
Q1 | $6.87M | Buy |
167,701
+51,822
| +45% | +$2.23M | 1.16% | 31 |
|
|
2018
Q4 | $4.43M | Buy |
+115,879
| New | +$4.49M | 1.2% | 25 |
|
|
2018
Q2 | – | Sell |
-38,782
| Closed | -$1.71M | – | 233 |
|
|
2018
Q1 | $1.71M | Buy |
+38,782
| New | +$1.73M | 0.69% | 32 |
|
Other funds holding EWZ
SSA
CLGM
PF
Integrated Wealth Concepts's EWZ Position: Q2 2026 in Review
Integrated Wealth Concepts reduced its iShares MSCI Brazil ETF (EWZ) stake by 67% in Q2 2026, selling an estimated $905K and leaving 12,018 shares worth $415K. The position accounts for ﹤0.01% of the portfolio, ranked #1889.
Integrated Wealth Concepts first reported a position in EWZ in Q1 2018 and has held it in 30 quarters since. The position peaked at $39.8M in Q2 2023. 403 funds tracked by Wall St. Rank hold EWZ as of Q2 2026.
- Integrated Wealth Concepts held 12,018 shares of iShares MSCI Brazil ETF worth $415K as of Q2 2026.
- Integrated Wealth Concepts sold 24,226 iShares MSCI Brazil ETF shares in Q2 2026, an estimated $905K.
- iShares MSCI Brazil ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1889 holding.
- Integrated Wealth Concepts first reported a position in iShares MSCI Brazil ETF in Q1 2018 and has held it in 30 quarters since.
- Integrated Wealth Concepts's iShares MSCI Brazil ETF position peaked at $39.8M in Q2 2023.
- 403 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q2 2026.
Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.