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	–	1333
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 New York $1.89T AUM 35.08% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

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

DFO

Duquesne Family Office New York $5.21B AUM 87.01% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

BHCM

Brevan Howard Capital Management St. Helier, Jersey $13.5B AUM 44.56% 1-Year Est. Return

Perigon Wealth Management's EWZ Position: Q1 2026 in Review

Perigon Wealth Management sold out of iShares MSCI Brazil ETF (EWZ) in Q1 2026, closing a stake of 12,665 shares — an estimated $402K sold.

Perigon Wealth Management first reported a position in EWZ in Q3 2017 and held it in 8 quarters. The position peaked at $402K in Q4 2025. 414 funds tracked by Wall St. Rank hold EWZ as of Q1 2026.

Perigon Wealth Management reported no remaining iShares MSCI Brazil ETF position as of Q1 2026 after selling out during the quarter.
Perigon Wealth Management sold 12,665 iShares MSCI Brazil ETF shares in Q1 2026, an estimated $402K.
Perigon Wealth Management first reported a position in iShares MSCI Brazil ETF in Q3 2017 and held it in 8 quarters.
Perigon Wealth Management's iShares MSCI Brazil ETF position peaked at $402K in Q4 2025.
414 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.