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Phoenix Financial’s iShares MSCI Brazil ETF EWZ Stock Holding History

Phoenix Financial’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 		$172M Buy
4,992,000
+1,755,000
+54% +$65.6M 1.18% 25
2026
Q1 		$124M Hold
3,237,000
– – 1.18% 22
2025
Q4 		$103M Hold
3,237,000
– – 1.11% 24
2025
Q3 		$100M Sell
3,237,000
-3,372,000
-51% -$96.5M 1.22% 23
2025
Q2 		$191M Buy
6,609,000
+4,852,250
+276% +$131M 2.52% 9
2025
Q1 		$45.4M Sell
1,756,750
-1,228,964
-41% -$30.6M 0.7% 34
2024
Q4 		$67.2M Hold
2,985,714
– – 0.92% 32
2024
Q3 		$88M Buy
+2,985,714
New +$86.8M 1.3% 24
2024
Q2 		– Sell
-43,735
Closed -$1.42M – 384
2024
Q1 		$1.42M Sell
43,735
-911,265
-95% -$30.1M 0.02% 209
2023
Q4 		$37.6M Hold
955,000
– – 0.62% 43
2023
Q3 		$29.3M Hold
955,000
– – 0.54% 41
2023
Q2 		$31M Buy
955,000
+912,490
+2,147% +$27.2M 0.63% 40
2023
Q1 		$1.16M Sell
42,510
-26,469
-38% -$742K 0.03% 182
2022
Q4 		$1.93M Buy
68,979
+3,042
+5% +$92.9K 0.04% 142
2022
Q3 		$1.96M Buy
65,937
+38,921
+144% +$1.15M 0.04% 152
2022
Q2 		$740K Sell
27,016
-1,228,306
-98% -$40.7M 0.02% 256
2022
Q1 		$47.5M Sell
1,255,322
-176,612
-12% -$5.71M 0.8% 43
2021
Q4 		$40.4M Buy
1,431,934
+651,798
+84% +$19.6M 0.67% 52
2021
Q3 		$25.1M Buy
780,136
+756,208
+3,160% +$27.7M 0.43% 73
2021
Q2 		$970K Buy
23,928
+10,061
+73% +$380K 0.02% 255
2021
Q1 		$464K Sell
13,867
-814,933
-98% -$28.2M 0.01% 321
2020
Q4 		$30.7M Buy
+828,800
New +$26.7M 0.82% 47

Other funds holding EWZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
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
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
NCM
Nearwater Capital Markets Dublin 4, Dublin, Ireland $5.8B AUM 88.72% 1-Year Est. Return

Phoenix Financial's EWZ Position: Q2 2026 in Review

Phoenix Financial increased its iShares MSCI Brazil ETF (EWZ) stake by 54% in Q2 2026, buying an estimated $65.6M and bringing the position to 4,992,000 shares worth $172M. The position accounts for 1.18% of the portfolio, ranked #25.

Phoenix Financial first reported a position in EWZ in Q4 2020 and has held it in 22 quarters since. The position peaked at $191M in Q2 2025. 403 funds tracked by Wall St. Rank hold EWZ as of Q2 2026.

  • Phoenix Financial held 4,992,000 shares of iShares MSCI Brazil ETF worth $172M as of Q2 2026.
  • Phoenix Financial bought 1,755,000 iShares MSCI Brazil ETF shares in Q2 2026, an estimated $65.6M.
  • iShares MSCI Brazil ETF made up 1.18% of Phoenix Financial's portfolio in Q2 2026, its #25 holding.
  • Phoenix Financial first reported a position in iShares MSCI Brazil ETF in Q4 2020 and has held it in 22 quarters since.
  • Phoenix Financial's iShares MSCI Brazil ETF position peaked at $191M in Q2 2025.
  • 403 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.