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Perigon Wealth Management’s iShares MSCI Brazil Small-Cap ETF EWZS Stock Holding History

Perigon Wealth Management’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
-61,335
Closed -$813K – 1223
2025
Q2 		$813K Buy
+61,335
New +$742K 0.02% 531

Other funds holding EWZS

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
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
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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Perigon Wealth Management's EWZS Position: Q3 2025 in Review

Perigon Wealth Management sold out of iShares MSCI Brazil Small-Cap ETF (EWZS) in Q3 2025, closing a stake of 61,335 shares — an estimated $813K sold.

Perigon Wealth Management first reported a position in EWZS in Q2 2025 and held it in 1 quarter. The position peaked at $813K in Q2 2025. 33 funds tracked by Wall St. Rank hold EWZS as of Q3 2025.

  • Perigon Wealth Management reported no remaining iShares MSCI Brazil Small-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Perigon Wealth Management sold 61,335 iShares MSCI Brazil Small-Cap ETF shares in Q3 2025, an estimated $813K.
  • Perigon Wealth Management first reported a position in iShares MSCI Brazil Small-Cap ETF in Q2 2025 and held it in 1 quarter.
  • Perigon Wealth Management's iShares MSCI Brazil Small-Cap ETF position peaked at $813K in Q2 2025.
  • 33 funds tracked by Wall St. Rank held iShares MSCI Brazil Small-Cap ETF as of Q3 2025.

Based on Perigon Wealth Management's 13F filing for Q3 2025, filed 17 Oct 2025.