NewSquare Capital’s iShares MSCI Brazil ETF EWZ Stock Holding History

NewSquare Capital’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	$6.25M	Buy	181,076 +14,460	+9%	+$540K	0.46%	62
2026 Q1	$6.4M	Buy	+166,616	New	+$6.09M	0.55%	57
2024 Q3	–	Sell	-5	Closed	-$137	–	355
2024 Q2	$137	Hold	5	–	–	﹤0.01%	317
2024 Q1	$162	Hold	5	–	–	﹤0.01%	406
2023 Q4	$175	Hold	5	–	–	﹤0.01%	461
2023 Q3	$153	Hold	5	–	–	﹤0.01%	559
2023 Q2	$162	Hold	5	–	–	﹤0.01%	770
2023 Q1	$137	Hold	5	–	–	﹤0.01%	812
2022 Q4	$140	Hold	5	–	–	﹤0.01%	756
2022 Q3	$0	Hold	5	–	–	﹤0.01%	440
2022 Q2	$0	Hold	5	–	–	﹤0.01%	380
2022 Q1	$0	Hold	5	–	–	﹤0.01%	406
2021 Q4	$0	Hold	5	–	–	﹤0.01%	370
2021 Q3	$0	Hold	5	–	–	﹤0.01%	360
2021 Q2	$0	Hold	5	–	–	﹤0.01%	351
2021 Q1	$0	Hold	5	–	–	﹤0.01%	331
2020 Q4	$0	Sell	5 -584	-99%	-$18.8K	﹤0.01%	342
2020 Q3	$16K	Buy	589 +384	+187%	+$11.8K	﹤0.01%	204
2020 Q2	$6K	Sell	205 -20,520	-99%	-$538K	﹤0.01%	248
2020 Q1	$488K	Sell	20,725 -32,330	-61%	-$1.25M	0.09%	112
2019 Q4	$2.52M	Buy	53,055 +2,920	+6%	+$128K	0.42%	43
2019 Q3	$2.11M	Buy	50,135 +49,820	+15,816%	+$2.15M	0.38%	51
2019 Q2	$14K	Sell	315 -37,960	-99%	-$1.57M	﹤0.01%	235
2019 Q1	$1.57M	Sell	38,275 -550	-1%	-$23.6K	0.3%	66
2018 Q4	$1.48M	Buy	+38,825	New	+$1.5M	0.31%	60
2017 Q2	–	Sell	-66,431	Closed	-$2.49M	–	319
2017 Q1	$2.49M	Buy	66,431 +12,357	+23%	+$462K	0.59%	32
2016 Q4	$1.8M	Buy	54,074 +9,384	+21%	+$322K	0.45%	40
2016 Q3	$1.51M	Buy	+44,690	New	+$1.48M	0.35%	47

Other funds holding EWZ

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Randolph Company Cincinnati, Ohio $1.19B AUM 38.92% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

CPL

Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

PHS

Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

NewSquare Capital's EWZ Position: Q2 2026 in Review

NewSquare Capital increased its iShares MSCI Brazil ETF (EWZ) stake by 8.7% in Q2 2026, buying an estimated $540K and bringing the position to 181,076 shares worth $6.25M. The position accounts for 0.46% of the portfolio, ranked #62.

NewSquare Capital first reported a position in EWZ in Q3 2016 and has held it in 28 quarters since. The position peaked at $6.4M in Q1 2026. 140 funds tracked by Wall St. Rank hold EWZ as of Q2 2026.

NewSquare Capital held 181,076 shares of iShares MSCI Brazil ETF worth $6.25M as of Q2 2026.
NewSquare Capital bought 14,460 iShares MSCI Brazil ETF shares in Q2 2026, an estimated $540K.
iShares MSCI Brazil ETF made up 0.46% of NewSquare Capital's portfolio in Q2 2026, its #62 holding.
NewSquare Capital first reported a position in iShares MSCI Brazil ETF in Q3 2016 and has held it in 28 quarters since.
NewSquare Capital's iShares MSCI Brazil ETF position peaked at $6.4M in Q1 2026.
140 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q2 2026.

Based on NewSquare Capital's 13F filing for Q2 2026, filed 28 Jul 2026.