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Retirement Planning Company of New England’s iShares MSCI Brazil ETF EWZ Stock Holding History

Retirement Planning Company of New England’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 		$305K Buy
8,839
+209
+2% +$7.81K 0.11% 199
2026
Q1 		$331K Buy
8,630
+114
+1% +$4.17K 0.13% 176
2025
Q4 		$271K Buy
8,516
+423
+5% +$13.4K 0.11% 202
2025
Q3 		$251K Buy
8,093
+413
+5% +$11.8K 0.1% 211
2025
Q2 		$222K Sell
7,680
-1,909
-20% -$51.5K 0.1% 215
2025
Q1 		$248K Buy
9,589
+461
+5% +$11.5K 0.12% 196
2024
Q4 		$205K Buy
9,128
+1,357
+17% +$36.3K 0.1% 223
2024
Q3 		$229K Buy
7,771
+419
+6% +$12.2K 0.11% 199
2024
Q2 		$201K Buy
7,352
+578
+9% +$17.5K 0.11% 204
2024
Q1 		$220K Buy
6,774
+355
+6% +$11.7K 0.12% 202
2023
Q4 		$224K Buy
+6,419
New +$208K 0.1% 202
2023
Q3 		– Sell
-7,018
Closed -$228K – 213
2023
Q2 		$228K Buy
+7,018
New +$209K 0.13% 199
2022
Q2 		– Sell
-6,018
Closed -$227K – 219
2022
Q1 		$227K Buy
6,018
+13
+0.2% +$420 0.13% 204
2021
Q4 		$168K Buy
+6,005
New +$180K 0.08% 240

Other funds holding EWZ

PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
T2I
Turim 21 Investimentos Rio De Janeiro, Brazil $613M AUM 14.25% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
BBP
Banco BTG Pactual Rio De Janeiro, Brazil $1.19B AUM 33.04% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MCM
MKP Capital Management New York $3.7B AUM 23.18% 1-Year Est. Return

Retirement Planning Company of New England's EWZ Position: Q2 2026 in Review

Retirement Planning Company of New England increased its iShares MSCI Brazil ETF (EWZ) stake by 2.4% in Q2 2026, buying an estimated $7.81K and bringing the position to 8,839 shares worth $305K. The position accounts for 0.11% of the portfolio, ranked #199.

Retirement Planning Company of New England first reported a position in EWZ in Q4 2021 and has held it in 14 quarters since. The position peaked at $331K in Q1 2026. 227 funds tracked by Wall St. Rank hold EWZ as of Q2 2026.

  • Retirement Planning Company of New England held 8,839 shares of iShares MSCI Brazil ETF worth $305K as of Q2 2026.
  • Retirement Planning Company of New England bought 209 iShares MSCI Brazil ETF shares in Q2 2026, an estimated $7.81K.
  • iShares MSCI Brazil ETF made up 0.11% of Retirement Planning Company of New England's portfolio in Q2 2026, its #199 holding.
  • Retirement Planning Company of New England first reported a position in iShares MSCI Brazil ETF in Q4 2021 and has held it in 14 quarters since.
  • Retirement Planning Company of New England's iShares MSCI Brazil ETF position peaked at $331K in Q1 2026.
  • 227 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.