LWM
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Lifetime Wealth Management’s iShares MSCI Brazil ETF EWZ Stock Holding History

Lifetime 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 		$1.43M Sell
41,348
-10,484
-20% -$392K 0.83% 36
2026
Q1 		$1.99M Buy
51,832
+2,731
+6% +$99.8K 1.13% 24
2025
Q4 		$1.56M Buy
+49,101
New +$1.55M 0.98% 29

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

Lifetime Wealth Management's EWZ Position: Q2 2026 in Review

Lifetime Wealth Management reduced its iShares MSCI Brazil ETF (EWZ) stake by 20% in Q2 2026, selling an estimated $392K and leaving 41,348 shares worth $1.43M. The position accounts for 0.83% of the portfolio, ranked #36.

Lifetime Wealth Management first reported a position in EWZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.99M in Q1 2026. 403 funds tracked by Wall St. Rank hold EWZ as of Q2 2026.

  • Lifetime Wealth Management held 41,348 shares of iShares MSCI Brazil ETF worth $1.43M as of Q2 2026.
  • Lifetime Wealth Management sold 10,484 iShares MSCI Brazil ETF shares in Q2 2026, an estimated $392K.
  • iShares MSCI Brazil ETF made up 0.83% of Lifetime Wealth Management's portfolio in Q2 2026, its #36 holding.
  • Lifetime Wealth Management first reported a position in iShares MSCI Brazil ETF in Q4 2025 and has held it in 3 quarters since.
  • Lifetime Wealth Management's iShares MSCI Brazil ETF position peaked at $1.99M in Q1 2026.
  • 403 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q2 2026.

Based on Lifetime Wealth Management's 13F filing for Q2 2026, filed 17 Aug 2026.