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

Lodestone 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 		$2.4K Buy
+70
New +$2.62K ﹤0.01% 668
2026
Q1 		– Sell
-671
Closed -$21.3K – 794
2025
Q4 		$21.3K Buy
+671
New +$21.2K 0.01% 400

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

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

Lodestone Wealth Management opened a new position in iShares MSCI Brazil ETF (EWZ) in Q2 2026: 70 shares worth $2.4K. The stake represents ﹤0.01% of the portfolio and ranks #668 among its holdings. This is a return to the name: Lodestone Wealth Management previously reported a position in EWZ as recently as Q4 2025.

Lodestone Wealth Management first reported a position in EWZ in Q4 2025 and has held it in 2 quarters since. The position peaked at $21.3K in Q4 2025. 402 funds tracked by Wall St. Rank hold EWZ as of Q2 2026.

  • Lodestone Wealth Management held 70 shares of iShares MSCI Brazil ETF worth $2.4K as of Q2 2026.
  • iShares MSCI Brazil ETF was a new Lodestone Wealth Management position in Q2 2026.
  • iShares MSCI Brazil ETF made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #668 holding.
  • Lodestone Wealth Management first reported a position in iShares MSCI Brazil ETF in Q4 2025 and has held it in 2 quarters since.
  • Lodestone Wealth Management's iShares MSCI Brazil ETF position peaked at $21.3K in Q4 2025.
  • 402 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.