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
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

Integrated Wealth Concepts's EWZ Position: Q1 2026 in Review

Integrated Wealth Concepts increased its iShares MSCI Brazil ETF (EWZ) stake by 12% in Q1 2026, buying an estimated $145K and bringing the position to 36,244 shares worth $1.39M. The position accounts for 0.01% of the portfolio, ranked #937.

Integrated Wealth Concepts first reported a position in EWZ in Q1 2018 and has held it in 29 quarters since. The position peaked at $39.8M in Q2 2023. 412 funds tracked by Wall St. Rank hold EWZ as of Q1 2026.

  • Integrated Wealth Concepts held 36,244 shares of iShares MSCI Brazil ETF worth $1.39M as of Q1 2026.
  • Integrated Wealth Concepts bought 3,965 iShares MSCI Brazil ETF shares in Q1 2026, an estimated $145K.
  • iShares MSCI Brazil ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #937 holding.
  • Integrated Wealth Concepts first reported a position in iShares MSCI Brazil ETF in Q1 2018 and has held it in 29 quarters since.
  • Integrated Wealth Concepts's iShares MSCI Brazil ETF position peaked at $39.8M in Q2 2023.
  • 412 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.