Investment House LLC’s iShares MSCI Brazil ETF EWZ Stock Holding History

Investment House LLC’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 Q1	–	Sell	-24,935	Closed	-$792K	–	230
2025 Q4	$792K	Sell	24,935 -2,886	-10%	-$91.3K	0.04%	150
2025 Q3	$862K	Buy	27,821 +184	+0.7%	+$5.27K	0.04%	145
2025 Q2	$797K	Sell	27,637 -951	-3%	-$25.7K	0.04%	152
2025 Q1	$739K	Buy	+28,588	New	+$712K	0.04%	152
2024 Q2	–	Sell	-11,084	Closed	-$359K	–	216
2024 Q1	$359K	Buy	+11,084	New	+$367K	0.02%	179
2023 Q3	–	Sell	-29,621	Closed	-$961K	–	187
2023 Q2	$961K	Buy	+29,621	New	+$882K	0.07%	118
2021 Q3	–	Sell	-19,128	Closed	-$775K	–	193
2021 Q2	$775K	Buy	19,128 +3,383	+21%	+$128K	0.05%	132
2021 Q1	$527K	Buy	+15,745	New	+$545K	0.04%	140
2020 Q1	–	Sell	-6,545	Closed	-$311K	–	185
2019 Q4	$311K	Buy	+6,545	New	+$287K	0.03%	186
2018 Q4	–	Sell	-7,435	Closed	-$251K	–	178
2018 Q3	$251K	Buy	+7,435	New	+$250K	0.03%	173

Other funds holding EWZ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

DFO

Duquesne Family Office New York $5.21B AUM 87.01% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

BHCM

Brevan Howard Capital Management St. Helier, Jersey $13.5B AUM 44.56% 1-Year Est. Return

Investment House LLC's EWZ Position: Q1 2026 in Review

Investment House LLC sold out of iShares MSCI Brazil ETF (EWZ) in Q1 2026, closing a stake of 24,935 shares — an estimated $792K sold.

Investment House LLC first reported a position in EWZ in Q3 2018 and held it in 10 quarters. The position peaked at $961K in Q2 2023. 415 funds tracked by Wall St. Rank hold EWZ as of Q1 2026.

Investment House LLC reported no remaining iShares MSCI Brazil ETF position as of Q1 2026 after selling out during the quarter.
Investment House LLC sold 24,935 iShares MSCI Brazil ETF shares in Q1 2026, an estimated $792K.
Investment House LLC first reported a position in iShares MSCI Brazil ETF in Q3 2018 and held it in 10 quarters.
Investment House LLC's iShares MSCI Brazil ETF position peaked at $961K in Q2 2023.
415 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q1 2026.

Based on Investment House LLC's 13F filing for Q1 2026, filed 29 Apr 2026.