PWM
EWZ icon

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

Perigon 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
Q1 		– Sell
-12,665
Closed -$402K – 1334
2025
Q4 		$402K Buy
12,665
+865
+7% +$27.4K 0.01% 887
2025
Q3 		$366K Buy
11,800
+2,328
+25% +$66.6K 0.01% 873
2025
Q2 		$273K Buy
9,472
+803
+9% +$21.7K 0.01% 872
2025
Q1 		$224K Sell
8,669
-547
-6% -$13.6K 0.01% 922
2024
Q4 		$215K Buy
+9,216
New +$247K 0.01% 946
2018
Q2 		– Sell
-70
Closed -$3K – 356
2018
Q1 		$3K Hold
70
– – ﹤0.01% 575
2017
Q4 		$3K Hold
70
– – ﹤0.01% 556
2017
Q3 		$3K Buy
+70
New +$2.74K ﹤0.01% 584

Other funds holding EWZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
DFO
Duquesne Family Office New York $2.94B AUM 61.92% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
BHCM
Brevan Howard Capital Management St. Helier, Jersey $10B AUM 35.84% 1-Year Est. Return