Phoenix Financial
EWZ icon

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
Q3 		$186M Hold
4,992,000
– – 1.25% 22
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

Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
MKP Capital Management
MKP Capital Management New York $3.38B AUM 13.87% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Nan Fung Trinity
Nan Fung Trinity Central, Hong Kong, Hong Kong $1.04B AUM 32.17% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Phoenix Financial's EWZ Position: Q3 2026 in Review

Phoenix Financial held its iShares MSCI Brazil ETF (EWZ) position steady in Q3 2026 at 4,992,000 shares worth $186M. The position accounts for 1.25% of the portfolio, ranked #22.

Phoenix Financial first reported a position in EWZ in Q4 2020 and has held it in 23 quarters since. The position peaked at $191M in Q2 2025. 178 funds tracked by Wall St. Rank hold EWZ as of Q3 2026.

  • Phoenix Financial held 4,992,000 shares of iShares MSCI Brazil ETF worth $186M as of Q3 2026.
  • Phoenix Financial left its iShares MSCI Brazil ETF share count unchanged in Q3 2026.
  • iShares MSCI Brazil ETF made up 1.25% of Phoenix Financial's portfolio in Q3 2026, its #22 holding.
  • Phoenix Financial first reported a position in iShares MSCI Brazil ETF in Q4 2020 and has held it in 23 quarters since.
  • Phoenix Financial's iShares MSCI Brazil ETF position peaked at $191M in Q2 2025.
  • 178 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q3 2026.

Based on Phoenix Financial's 13F filing for Q3 2026, filed 9 Nov 2026.