Mount Yale Investment Advisors’s iShares MSCI Brazil Small-Cap ETF EWZS Stock Holding History

Mount Yale Investment Advisors’s Portfolio EWZS Stock Details EWZS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-226	Closed	-$3K	–	974
2025 Q2	$3K	Buy	+226	New	+$2.73K	﹤0.01%	1291

Other funds holding EWZS

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RFWA

RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Mount Yale Investment Advisors's EWZS Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of iShares MSCI Brazil Small-Cap ETF (EWZS) in Q3 2025, closing a stake of 226 shares — an estimated $3K sold.

Mount Yale Investment Advisors first reported a position in EWZS in Q2 2025 and held it in 1 quarter. The position peaked at $3K in Q2 2025. 33 funds tracked by Wall St. Rank hold EWZS as of Q3 2025.

Mount Yale Investment Advisors reported no remaining iShares MSCI Brazil Small-Cap ETF position as of Q3 2025 after selling out during the quarter.
Mount Yale Investment Advisors sold 226 iShares MSCI Brazil Small-Cap ETF shares in Q3 2025, an estimated $3K.
Mount Yale Investment Advisors first reported a position in iShares MSCI Brazil Small-Cap ETF in Q2 2025 and held it in 1 quarter.
Mount Yale Investment Advisors's iShares MSCI Brazil Small-Cap ETF position peaked at $3K in Q2 2025.
33 funds tracked by Wall St. Rank held iShares MSCI Brazil Small-Cap ETF as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.