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Montag & Associates’s iShares MSCI Brazil ETF EWZ Stock Holding History

Montag & Associates’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 		– Sell
-6,756
Closed -$259K – 967
2026
Q1 		$259K Buy
+6,756
New +$247K 0.01% 385

Other funds holding EWZ

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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

Montag & Associates's EWZ Position: Q2 2026 in Review

Montag & Associates sold out of iShares MSCI Brazil ETF (EWZ) in Q2 2026, closing a stake of 6,756 shares — an estimated $259K sold.

Montag & Associates first reported a position in EWZ in Q1 2026 and held it in 1 quarter. The position peaked at $259K in Q1 2026. 403 funds tracked by Wall St. Rank hold EWZ as of Q2 2026.

  • Montag & Associates reported no remaining iShares MSCI Brazil ETF position as of Q2 2026 after selling out during the quarter.
  • Montag & Associates sold 6,756 iShares MSCI Brazil ETF shares in Q2 2026, an estimated $259K.
  • Montag & Associates first reported a position in iShares MSCI Brazil ETF in Q1 2026 and held it in 1 quarter.
  • Montag & Associates's iShares MSCI Brazil ETF position peaked at $259K in Q1 2026.
  • 403 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.