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Primoris Wealth Advisors’s iShares MSCI Brazil ETF EWZ Stock Holding History

Primoris Wealth Advisors’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
2025
Q3 		– Sell
-40,500
Closed -$1.17M – 108
2025
Q2 		$1.17M Buy
+40,500
New +$1.09M 0.8% 37

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
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
MCM
MKP Capital Management New York $3.7B AUM 23.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Primoris Wealth Advisors's EWZ Position: Q3 2025 in Review

Primoris Wealth Advisors sold out of iShares MSCI Brazil ETF (EWZ) in Q3 2025, closing a stake of 40,500 shares — an estimated $1.17M sold.

Primoris Wealth Advisors first reported a position in EWZ in Q2 2025 and held it in 1 quarter. The position peaked at $1.17M in Q2 2025. 312 funds tracked by Wall St. Rank hold EWZ as of Q3 2025.

  • Primoris Wealth Advisors reported no remaining iShares MSCI Brazil ETF position as of Q3 2025 after selling out during the quarter.
  • Primoris Wealth Advisors sold 40,500 iShares MSCI Brazil ETF shares in Q3 2025, an estimated $1.17M.
  • Primoris Wealth Advisors first reported a position in iShares MSCI Brazil ETF in Q2 2025 and held it in 1 quarter.
  • Primoris Wealth Advisors's iShares MSCI Brazil ETF position peaked at $1.17M in Q2 2025.
  • 312 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q3 2025.

Based on Primoris Wealth Advisors's 13F filing for Q3 2025, filed 27 Oct 2025.