O'Shaughnessy Asset Management’s iShares MSCI Brazil ETF EWZ Stock Holding History

O'Shaughnessy Asset 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	$24.1K	Sell	699 -1,825	-72%	-$68.2K	﹤0.01%	2359
2026 Q1	$96.9K	Buy	2,524 +1,827	+262%	+$66.8K	﹤0.01%	2124
2025 Q4	$22.1K	Buy	697 +360	+107%	+$11.4K	﹤0.01%	2334
2025 Q3	$10.4K	Buy	337 +79	+31%	+$2.26K	﹤0.01%	2346
2025 Q2	$7.44K	Hold	258	–	–	﹤0.01%	2199
2025 Q1	$6.67K	Hold	258	–	–	﹤0.01%	2153
2024 Q4	$5.81K	Sell	258 -48	-16%	-$1.28K	﹤0.01%	2095
2024 Q3	$8.86K	Hold	306	–	–	﹤0.01%	2003
2024 Q2	$8.36K	Sell	306 -7	-2%	-$212	﹤0.01%	1845
2024 Q1	$10.1K	Buy	313 +55	+21%	+$1.82K	﹤0.01%	1769
2023 Q4	$9.02K	Hold	258	–	–	﹤0.01%	1651
2023 Q3	$7.91K	Hold	258	–	–	﹤0.01%	1549
2023 Q2	$8.37K	Buy	+258	New	+$7.68K	﹤0.01%	1441
2023 Q1	–	Sell	-419	Closed	-$11.7K	–	1507
2022 Q4	$11.7K	Hold	419	–	–	﹤0.01%	1330
2022 Q3	$12K	Buy	+419	New	+$12.4K	﹤0.01%	1294

Other funds holding EWZ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 New York $210B AUM 57.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

O'Shaughnessy Asset Management's EWZ Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its iShares MSCI Brazil ETF (EWZ) stake by 72% in Q2 2026, selling an estimated $68.2K and leaving 699 shares worth $24.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2359.

O'Shaughnessy Asset Management first reported a position in EWZ in Q3 2022 and has held it in 15 quarters since. The position peaked at $96.9K in Q1 2026. 402 funds tracked by Wall St. Rank hold EWZ as of Q2 2026.

O'Shaughnessy Asset Management held 699 shares of iShares MSCI Brazil ETF worth $24.1K as of Q2 2026.
O'Shaughnessy Asset Management sold 1,825 iShares MSCI Brazil ETF shares in Q2 2026, an estimated $68.2K.
iShares MSCI Brazil ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #2359 holding.
O'Shaughnessy Asset Management first reported a position in iShares MSCI Brazil ETF in Q3 2022 and has held it in 15 quarters since.
O'Shaughnessy Asset Management's iShares MSCI Brazil ETF position peaked at $96.9K in Q1 2026.
402 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.